ESOP Partners will be exhibiting and speaking at the ESOP Conference and Trade Show, being held November 10-11, 2016, at Caesars Palace in Las Vegas, Nevada.
This conference and trade show, which will feature concurrent breakout sessions, provides attendees with valuable opportunities to share their ideas and network with other ESOP companies. They’ll also have the chance to talk one-on-one with ESOP professionals about their ESOP questions and concerns.
ESOP Partners Presentations
“ESOP Administration, Trustee Recordkeeping and Stock Valuation Process"
Vicki is a Certified Public Accountant (CPA), Certified Pension Consultant (CPC) and Qualified Plan Administrator (QPA), with more than 18 years of ESOP and ERISA experience.
“Avoiding and Being Prepared for a DOL Investigation"
Aaron is a Certified Public Accountant (CPA) with more than 16 years of experience in the ESOP industry. He is also a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA).
Other ESOP Partners Team Members Attending
Additional ESOP Partners Team Members attending the conference and trade show are:
• Mike Young, Senior Business Consultant
• Cheryl Gallup, Senior Business Consultant
• Jason Wellman, Business Consultant
Join ESOP Partners at Booth 203 to discuss your ESOP's repurchase obligation and our proprietary ESOP PROS™ Process. ESOP PROS™ helps ensure the sustainability of your ESOP by addressing the unique needs of your ESOP in each step of the process. The result is a strategy that provides optimum reliability and value.
If you cannot make it by our booth, the ESOP Partners team will be available throughout the conference to schedule a no-cost repurchase liability consultation at your convenience. You can also text or call Mike Young at 920-378-8751 to schedule a consultation.
Click here for more information about the conference, including registration details.