Exit Planning Institute, Wisconsin Chapter, presents "Today's ESOPs–When does it fit your client?"

January 8, 2019 events to be held in Milwaukee and Madison, Wisconsin
By: Exit Planning Institute
 
 
Exit Planning Institute
Exit Planning Institute
MILWAUKEE - Dec. 17, 2018 - PRLog -- The Wisconsin Chapter of The Exit Planning Institute (EPI) is presenting Today's ESOPs – When does it fit your client? The event is January 8, 2019 at 8:00 a.m. – 9:30 a.m. in two locations, Milwaukee and Madison, Wis. Networking begins at 8:00 a.m., and the program begins at 8:30 a.m. Fee for the program is $25.

Scott Miller, CPA/ABV, CVA, CEPA, ESI Equity,  and Rebecca E. Greene, J.D., Reinhart Boerner Van Deuren s.c. are the expert presenters for the workshops.

The Milwaukee workshop will be at Reinhart Boerner Van Deuren s.c., N16 W23250 Stone Ridge Drive, Suite One, Waukesha, Wis. 53186. To register, go to https://ox242.infusionsoft.com/app/manageCart/showManageOrder

The Madison workshop will be at Honkamp Krueger & Co., P.C., 251 Progress Way, Suite One, Waunakee, Wis. 53597. To register, go to https://ox242.infusionsoft.com/app/manageCart/showManageOrder

Martha Sullivan, CPA, CEPA, president of EPI's Wisconsin Chapter, said "My clients want to know if an ESOP could work for them. This workshop drills through the complexities and give me a starting point on how it could fit and what to watch out for."

The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.

The purpose of the EPI Wisconsin Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community. We develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful growth and exit of their business. Our chapter develops, encourages and fosters the adoption of best practices for the exit planning profession.

For more information, visit http://exit-planning-institute.org/chapter/epi-wisconsin-...

Contact
Judi Murphy
Murphy Associates
***@marketingwithmurphy.com
End
Source:Exit Planning Institute
Email:***@marketingwithmurphy.com Email Verified
Tags:Exit Planning Institute
Industry:Deals
Location:Milwaukee - Wisconsin - United States
Subject:Events
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
Murphy Associates News
Trending
Most Viewed
Daily News



Like PRLog?
9K2K1K
Click to Share