Retirement and Material Wealth Creation with ESOPs
Time: 8:30 AM - 11:00 AM
Location: Pines Manor, 2085 Lincoln Hwy, Edison, NJ 08817
Join John Vitucci, Principal, Employee Benefits Services Group of PKF O'Connor Davies for a workshop on "Advanced Tax Savings Strategies - Retirement and Material Wealth Creation with ESOPs."
The workshop will cover how ESOPs can offer private companies higher overall tax efficient value than other alternatives including private equity or hedge fund returns.
Topics will include: ESOP Wealth Creation Opportunity; Succession Planning; Valuation Approaches; Financing Alternatives; Legal Considerations; New Comparability and Cash Balance Plans.
Who Should Attend:
Accountants, Business Owners, Executives, CEOs, CFOs, Treasurers, Controllers, General Counsel, Legal Counsel, Private Equity and Hedge Fund Executives
Wednesday, Wednesday, November 14th, 2018
Program: 8:30 a.m - 11:00 a.m.
Breakfast will be served
2085 Lincoln Hwy, Edison, NJ 08817
Laura Byrne at 732.650.2296 or via email at firstname.lastname@example.org no later than November 7th
There is no cost to attend. Seating is limited.
John Vitucci, Principal
Employee Benefit Services
PKF O’Connor Davies
Robert F. Ibrahim
First Vice President/Wealth Management
Janney Montgomery Scott LLC
David N. Pardys
Holland & Knight LLP
Pendo Advisors, LLC
Senior Retirement Plan Consultant
Consulting Actuaries Inc.