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Virtual CPE

Virtual CPE

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Tuesday, Apr 25th
2:15 PM – 3:15 PM CST
Capital Markets Considerations for ESOP-Owned Companies
Location: Virtual
Speaker: Dan Kaczmarek, n/a (he/him/his) – Chartwell Financial Advisory
Speaker: Joseph Gilbert – Wells Fargo Advisors
Speaker: Frank Donati, CPA (he/him/his) – Eide Bailly LLP
Feasibility and Finance
CE Hours 1
Tuesday, Apr 25th
3:25 PM – 4:25 PM CST
Plan Design Options for Established ESOPs
Location: Virtual
Speaker: Joel Davis – Principal Financial Group
Design, Compliance, and Operation
CE Hours 1
Wednesday, Apr 26th
12:15 PM – 1:15 PM CST
Pros and Cons: Rebalancing, Account Segregation, and Early Diversification
Location: Virtual
Speaker: Dan R. Markowitz, CPA – Boulay PLLP
Strategy and Sustainability
CE Hours 1