Free Webinar: ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners

Wednesday, July 18, 2018 12:00pm to 12:45pm



Wednesday, July 18th  - 12:00 p.m. EST


Employee Stock Ownership Plans (ESOPs) can offer significant succession planning and wealth creation benefits. They are also prized as the ultimate in employee motivation, as they make the employee into a vested owner of the company. Join the Rutgers NJ/NY Center for Employee Ownership on Wednesday, July 18th for a 45-minute webinar where we will examine the key features and considerations, as well as instances where ESOPs make sense.  Learn what factors about the business, owners, and business timeline make it attractive to use an ESOP.

In this webinar, you will be able to:

  • Determine whether an ESOP is appropriate to accomplish a business owner’s succession planning and wealth creation goals
  • Understand the succession and tax planning opportunity
  • Outline considerations and steps to implement an ESOP

Speaker: John N. Vitucci is a Principal in the Employee Benefits Services Practice at PKF O’Connor Davies and has more than 30 years of experience working with Fortune 500 corporations and investment banks in all areas of employee benefits, executive compensation and ERISA. John is currently an adjunct professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Masters Program. John is also sits on the advisory board for the Rutgers NJ/NY Center for Employee Ownership.

       Reserve Your Spot Today