Post-Election ESOP Roundtable Discussion

With the start of the new year, what do the results of the November 2024 U.S. election mean for S Corporation ESOPs?

Join Noelle Montano, Executive Director of ESCA (Employee-owned S Corporations of America), for a comprehensive view of what lies ahead for employee ownership in Washington, D.C., the Midwest and beyond. ESCA is the voice in Washington D.C. that speaks exclusively for employee-owned S Corporations and includes more than 200 member companies representing 250,000 employee owners in every U.S. state.

The event will also feature an interactive roundtable discussion with Dan Markowitz, Boulay’s ESOP Practice Leader and Steve Suckow from BMO’s Corporate Advisory ESOP Team, who will share observations and developments from recent industry conferences.

After the discussion, join us for a networking reception with other local executives of employee-owned companies.

Details
Thursday, January 16, 2025
Boulay | Eden Prairie, MN
3:00 p.m.
Registration/Networking
3:30 p.m. Presentation/Discussion
4:30 p.m. Networking Reception

Click here to register.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

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