Lexington Chapter of Financial Service Professionals
Presents
"How Do ESOPs Really Work?"
Our Kick-off meeting for the 2017-2018 year will address ESOPs.
How do ESOPs really work? Are they profit sharing plans, pension plans or a defined contribution plan? Are they available to C Corps or S Corps or both? These questions and more will be answered at our September meeting.
Jim Aussem, who gave us a wonderful presentation in June on charitable giving, will be our presenter. Jim is an estate planning and corporate law attorney with the firm, Cavitch Familo & Durkin in Cleveland, Ohio. He comes to us as a well known speaker and also as the current President of SFSP.
Be sure to attend and leave with a greater understanding of ESOPs and how they might fit into your practice.
Tuesday, September 12, 2017
11:30 a.m. - 1:00 p.m.
Chophouse
2640 Richmond Road
Lexington, KY
Lunch is included
Presentation has been approved for CE, CLE, and CFP credits.
Registration fee:
$20 Member pay on-line in advance
$25 Member pay at door
$50 Potential Member
FREE for Members that bring a First Time
Membership Eligible Guest. Guest is also FREE.
Not a current Member?
Click the link below to join!
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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP. We are committed to maximizing this investment by offering various levels of participation.
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Lexington Chapter FSP Board of Directors:
Jeff Schriefer, CTFA--President
Taylor Stuckey, CPA, JD, MS--Vice President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
Melissa Gayheart, JD--Immediate Past President
Malinda A. Shepherd, MFS, CLU, ChFC
William Atkins, CPA
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
Elden Cox, CIC
Randall Young, CFP
Kimberly Johnson, CLF