Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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Eggs and ESOP

Eggs and ESOPs

May 13, 2025 10:00 AM Pacific Daylight Time - May 13, 2025 11:30 AM Pacific Daylight Time
Location To Be Determined

Join us for a discussion on the potential benefits of ESOPs.
Don’t miss this opportunity to learn about the topics below and have your own questions answered.

  • ESOP overview and suitability
  • Tax considerations for the seller, company and employees
  • Overview of the transaction process, timeline and cost
  • Side-by-side comparison of third-party sale to an ESOP
  • ESOPs and investments

Guest speakers and hosted by:

Leslie Lauer, CEPA®, CFP®, ChFC®

Managing Director – Private Wealth Advisor

Senior Portfolio Manager – Portfolio Focus

 

Rebecca Glasgow, CEPA®, CFP®

Managing Director – Private Wealth Advisor

Senior Portfolio Manager – Portfolio Focus

 

Carl Hattermann

Senior Vice President – Financial Advisor