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ESOPs: Preparing Your Employees for Retirement

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on October 6, 2015.

About This Meeting

ESOPs are an important part of retirement planning, but most employee ownership companies offer other retirement plans as well. This webinar can help you make sure your employees are best using these plans to assure a secure retirement.

You will learn:


ESOPs: Preparing Your Employees for Retirement
Loren Rodgers, NCEO and Nick Francia, UBS, The Capital ESOP Group


Nicholas J. Francia

presenter photologo

UBS- The Capital ESOP Group

Nick is a financial advisor and member of the Capital ESOP Group in the Washington, D.C. office of UBS Financial Services, Inc. Nick regularly advises on liquidity events designed to enable owners of closely-held businesses to defer and potentially avoid recognition of long-term capital gain in connection with the sale of their businesses. In addition, he provides his clients with a number of sell-side advisory solutions, including business succession strategies, estate planning, and wealth diversification strategies. He speaks nationally on leveraged ESOP transactions and section 1042 tax-deferred sales. He is a member of The ESOP Association and is a member of the National Center for Employee Ownership.

Loren Rodgers

presenter photologo

National Center for Employee Ownership

Loren joined the NCEO in 2005 and became its executive director in 2010. He writes extensively on employee ownership in professional and academic publications and has spoken at events around the world. Since he entered the field in 1995 as a consultant, he has worked with hundreds of companies. His expertise includes ESOPs, equity compensation, best practices for employee ownership companies, research, effective communications, employee motivation, corporate governance, ESOP transactions and operations, and business literacy.