The ESOP Seminar

june 8, 2021

2:00 pm - 5:00 pm

Four Seasons Resort and Club Las Colinas in Dallas-Fort Worth

Are you beginning to consider ownership transition programs and interested in learning more about the benefits of an ESOP?

 

Or maybe you’re an established ESOP looking to resolve fiduciary issues or develop management incentive plans?

Join our panel of experts in-person on June 8, 2021 from 2:00 pm-5:00 pm for the ESOP Seminar in Texas hosted at the Four Season Las Colinas in Dallas-Fort Worth.

The ESOP Seminar is designed to bring together ESOP experts to answer all of your questions. Designed with two tracks:

If you have found yourself asking any of the following questions, this track is for you!

  • What are my options for ownership transition and retirement?
  • What is an ESOP and how does it work?
  • What are the costs and benefits (pros and cons) of an ESOP?
  • I am interested in forming an ESOP. What’s next?
  • How do I explain this to my employees?

If you have found yourself asking of the following questions, this track is for you!

  • How do I design management incentive plans?
  • What is the impact of COVID-19 and other catastrophic events on my valuation?
  • How do I resolve fiduciary issues?
  • How will the proposed tax changes impact my ESOP?

Meet our ESOP Experts

Colvin Matheson

Founder and Managing Director at Matheson Advisors

David Cohen

Managing Director at Matheson Advisors

Scot Storjahann

Senior Vice President at GreatBanc Trust Company

Mary Beth Gray

Partner at Kleinbard

Jim Higgins

Managing Director at Pilot Hill Advisors

Jim Junker

Managing Director at Pilot Hill Advisors

This seminar counts as 3 hours of CPE credit. Please email cjalkian@mathesonadvisors.com and documentation will be sent after the session.