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Seminar on ESOPs

November 18, 2015

You’re invited to learn about ESOPs. Please join us for an educational evening where we will discuss ESOPs. An Employee Stock Ownership Plan (ESOP) is a flexible, tax efficient exit strategy that enables business owners to monetize the wealth in their privately held business and defer, or with proper planning potentially eliminate the long term capital gains tax triggered from the sale. You will learn:

Cocktails & hors d'oeuvres will be served. RSVP by Wednesday, November 11. 

Date and Time:

Wednesday, November 18
5:30 p.m.


Pyramid Club
52nd Floor
Mellon Bank Center
1735 Market Street
Philadelphia, PA 19103

Hosted by:

UBS Financial Services
Ted Durkin, Managing Director, Complex Manager

Guest speakers:

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