An essential for those who are experienced but new to ESOPs or who have attended in the past, this high level overview of ESOPs is designed to help attendees understand ESOP mechanics, the benefits of ESOPs for both employees and employers, legal and regulatory considerations, and much more.

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 Board of Directors/Trustee Conference. There is a cost to attend.