Retirement and Material Wealth Creation with ESOPs

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Retirement and Material Wealth Creation with ESOPs

Date: 11/14/2018
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

Pines Manor
2085 Lincoln Hwy, Edison, NJ 08817

Laura Byrne at 732.650.2296 or via email at no later than November 7th
There is no cost to attend. Seating is limited.

Featured Presenters:

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


Peter Aliferis

Managing Director

Pendo Advisors, LLC


Robert Fradella

Senior Retirement Plan Consultant

Consulting Actuaries Inc.