April 4, 2019

Visit us at the 2019 Employee Ownership Conference from April 8th-11th

Attending the 2019 Employee Ownership Conference?  If so, there are 3 easy ways to connect:

#1: On Tuesday April 9th, hear Chuck Bachman speak about The 2018 Main Street Employee Ownership Act and its Impact on SBA Lending.  Chuck is our Senior Corporate Counsel.  As a CPA and attorney, he specializes in the design and installation of ESOPs. He has over 20 years of experience and has been involved in hundreds of ESOP transactions. Chuck is a member of the California Bar Association, AICPA, ESOP Association advisory committee, the NCEO, and the steering committee of the California/ Western States Chapter of the ESOP Association.

#2: Stop by Booth #22 to say hi and talk ESOPs with us.  Learn how you can leverage our complete, full cycle ESOP expertise to your benefit while saving cost.

#3: Contact Us to schedule an in-person meeting with one of our advisors at the conference.

We look forward to seeing you there!

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