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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Working together

Eggs and ESOPs Webinar

May 07, 2024 10:00 AM Pacific Daylight Time - May 07, 2024 11:30 AM Pacific Daylight Time
Location To Be Determined

Join us for a discussion on the benefits of ESOPs. Don’t miss this opportunity to learn about the topics below and have your own questions answered. RSVP by Monday, May 6 to Christy Dryden at christy.dryden@rbc.com or Carl Hattermann at carl.hattermann@rbc.com


• ESOP overview and suitability
• Tax and other benefits 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 private equity

Hosted by:
Curt Rubinas, CEPA®
Managing Director – Private Wealth Advisor
Senior Portfolio Manager –
Portfolio Focus

Carl Hattermann
Senior Vice President – Financial Advisor

Guest Speaker:
Corey Rosen, Founder
National Center for Employee Ownership
(NCEO)

2024 NCEO Employee Ownership Conference

Apr 28, 2024 04:00 PM Eastern Daylight Time - May 01, 2024 01:00 PM Eastern Daylight Time
Tampa Convention Center 333 S Franklin Street Tampa, Florida , 33602

We have partnered with the NCEO! Join The ESOP Group at the Annual Employee Ownership Conference. Enjoy the Florida sun while connecting with the employee ownership community from across the country.

The Exit Planning Summit

Apr 28, 2024 07:30 AM Eastern Daylight Time - Apr 30, 2024 05:00 AM Eastern Daylight Time
JW Marriott Marco Island Beach Resort 400 South Collier Blvd Marco Isand, FL , 34145

Join The ESOP Group in Marco Island, Florida this April for the 2024 Exit Planning Summit! We are excited to announce our partnership with Exit Planning Institute for their industry-leading conference for exit planning advisors
and business owners. (https://exitplanningsummit.com/agenda/). Visit Managing Director, Leslie Lauer, at our booth!

Two people making food

Eggs and ESOPs

Jan 30, 2024 07:30 AM Eastern Standard Time - Jan 30, 2024 10:00 AM Eastern Standard Time
Andrei’s Restaurant 2607 Main Street Irvine,, CA , 92614

Join us for a discussion on the 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 and other benefits 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 private equity

Hosted by:
Leslie A. Lauer, CFP®, CEPA, ChFC®
Managing Director – Private Wealth Advisor


Carl Hattermann
Senior Vice President – Financial Advisor


Guest Speaker:
Jeremy Pelphrey, Partner
Faegre Drinker Biddle & Reath

Date and time:
Tuesday, January 30, 2024
8–10 a.m.
Check in at 7:30 a.m.
Breakfast will be served.

Location:

Andrei’s Restaurant

2607 Main Street | Irvine, CA 92614

RSVP by Friday, January 26 to Christy Dryden at christy.dryden@rbc.com or Carl Hattermann at carl.hattermann@rbc.com