September 30, 2025 • 9:30 am How Your Board Supports the Success of Your ESOP We'll start with a light overview of the purposes of the ESOP --... Read More
October 2, 2025 • 9:30 am Do you §409(p)? Join us for a deep dive into the anti-abuse rules under IRC §409(p)—a... Read More
October 16, 2025 • 9:30 am RMD's - A Recap of everything you need to know This presentation will review the RMD rules and guide you through... Read More
October 30, 2025 • 9:30 am Plan Design Is your ESOP meeting your company vision? Are plan participants... Read More
December 4, 2025 • 9:30 am Non-Stock Assets It's been a year since we discussed this topic. Join our presenters... Read More
December 9, 2025 • 9:30 am Direct Employee Ownership - Alternatives to an ESOP Learn about unleashing the power of Direct Employee Ownership. See... Read More
December 18, 2025 • 9:30 am Communicating your New ESOP When is the right time to communicate? What should I communicate? How... Read More