How Do ESOPs Really Work?

  • 12 Sep 2017
  • 11:30 AM - 1:00 PM
  • Chophouse, 2640 Richmond Road, Lexington, KY


Registration is closed

      Lexington Chapter of Financial Service Professionals
"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.
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!

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. 
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       

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
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