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Employee Stock Ownership Plan (ESOP) Informational Overview

Discover the power of Employee Stock Ownership Plans (ESOPs) in our comprehensive course, covering everything from the fundamentals to the benefits, ideal candidates, and navigating the complexities. Uncover the financial advantages and debunk common myths about ESOPs—join us and transform your business into a thriving, employee-owned enterprise.

July 26, 2024 (Fri)
12:00 PM - 1:00 PM
Virtual Training

Learn the ins and outs of Employee Stock Ownership Plans (ESOPs), a powerful tool that enables employees to gain equity while offering significant tax advantages and financial benefits to the company. Discover what makes a company an ideal candidate for an ESOP and explore the myths versus the realities of implementing one. By the end of this course, you’ll understand the benefits and be prepared to navigate the complexities and trade-offs with confidence. Join us to transform your business into a thriving, employee-owned enterprise!

Course Content:

  • What is an ESOP? Facts & Myths
  • What companies are good ESOP candidates?
  • What are the benefits of an ESOP?
  • What are the trade-offs?

About the Instructors

Daniel Parrish
Daniel Parrish, President (Dan Parrish Insurance Services, Inc. & Dan Parrish & Associates Inc.)

Dan Parrish is a Charter Life Underwriter, Certified Financial Planner, Certified Exit Planning Advisor and is the President of Dan Parrish Insurance Services, Inc. (DPIS) and Dan Parrish & Associates Inc. (DPA). Which is a consulting and financial planning firm that has expertise in estate and business succession planning. Dan, as an experienced advisor, provides innovative wealth protection strategies for his affluent business and estate owners. This is accomplished by involving a team of specialists through a dynamic process, which enables the team to assist individuals in achieving their financial/estate planning goals.

Wendy Gilligan
Wendy Gilligan, Founder (Gilligan Benefits Law)

With 18 years in practice, Wendy Gilligan has the expertise to guide companies through the entire range of ESOP issues, including setting up an ESOP, keeping it running in good condition and terminating the plan or selling to a third-party if the time comes.  She works with ESOP-owned companies and ESOP trustees, so she understands the business and ERISA issues they both face.  Her ESOP company clients are primarily in the construction, manufacturing and engineering sectors.  Wendy received her J.D. from the University of California, Davis and LL.M. (Master of Laws) in Taxation from the University of Alabama.

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