ESOPs and Estate Planning: An Integrated Approach

Date: Tuesday, May 20, 2014
Time: 05:30 PM - 8:00pm
Location: Hilton Garden Inn
Speaker: Kelly O. Finnell

~~“ESOPs and Estate Planning: An Integrated Approach”
There are 24 million businesses in North America and 75 percent of these firms have aging baby boomers business owners who have expressed a desire to retire during the next 10 years. Most of these business owners will ask their lawyer, CPA, and financial advisor for help designing a business exit strategy. Most experienced advisors have in-depth knowledge of the traditional ownership succession planning paths but few have much experience with the use of Employee Stock Ownership Plans (ESOPs) in exit planning.  Kelly Finnell will provide detailed technical information in an understandable format using examples and case studies. Special emphasis will be given to estate, gift, and income tax minimization as part of the ownership succession planning process.       

Speaker:    Kelly O. Finnell, JD, CLU, AIF©

                  President and CEO of Executive Financial Services, Inc.

Please note that one (1) hour of Continuing Education credit will be offered at this event, upon approval, for CFP and CPA designations.                 

Time:         5:30 p.m. Registration

                  6:00 p.m. Dinner

                   6:30 p.m. Program

 Cost:          Members:  $30  /  Non-Members:  $50

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