If you are a professional advisor such as a CPA, attorney, CLU, banker, financial planner, estate planner, wealth preservation manager or other trusted advisor to owners of a privately-held business that may have an interest in exploring the feasibility of an ESOP, please give us a call. We will be happy to answer any questions you may have regarding the feasibility of an ESOP for your clients, without any cost or obligation.

Menke & Associates, Inc. is available throughout the year to give live ESOP seminars and/or ESOP webinars to professional advisors and their firms. No seminar fee or webinar fee will be charged. All travel expenses will be borne by Menke & Associates, Inc.

If you are interested in scheduling an ESOP seminar or ESOP webinar for your firm, please call Jeanie Kluga in California at 415-362-5200 or Phil DeDominicis in Maryland at 410-885-2531.