Earn CE Credit + Learn ESOPs for Succession Planning 👉 Thursday, May 21

ESOP Planning for Business Owners

Thursday, May 21 – 11.00 AM to 12.00 PM PST

Help business owners plan for the future with confidence and earn a CE credit.

This course gives financial professionals the knowledge and tools to include ESOPs in succession planning conversations. Explore the tax and economic benefits, understand company control after implementation, and master the steps to establish an ESOP.

With this knowledge, you can guide private business owners through a smooth transition and position yourself as a strategic partner for long-term success.

The presentation will include an ESOP overview, reasons to consider an ESOP, cash flow analysis, needs of an ESOP, and establishing a new ESOP.

Questions? Contact Jim Moore, Vice President of Retirement Services, at (949) 225-7145 or jmoore@cpsbenefits.com.