Back by popular demand, this session is designed for both the newcomer and the experienced. This fun, interactive session will review the core concepts of ESOPs, including an overview of how they work and terms common in the ESOP world. This is THE PLACE to ask about that issue you have always had or ask that question you felt was “too basic.” We want this to be YOUR session, so bring your questions!!

Panelists:

• Ashleigh Newlin, Vice President, Chartwell Financial Advisory
• José Jara, Council, Fox Rothschild
• Mary McCooe, Attorney, Maselan & Jones, P.C.

Note: This presentation is part of the New England Chapter 2024 Spring Conference. There is a cost to attend.