ESOP and Business Continuity Advisors Host Breakfast Information Sessions at the Heckerling Trust and Estate Conference

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​​​​​ESOPMarketplace.com is slated to host free breakfast information sessions at the 52nd Annual Heckerling Institute on Estate Planning held in Orlando, Florida. This year’s conference is to be held at the Orlando World Center Marriott from Jan. 22-26, 2018. The featured ESOPMarketplace.com breakfasts will be hosted from 7:00 a.m.-8:30 a.m. on the mornings of the 22nd, 23rd, and the 24th.

These early morning events offer a great deal of critical information for those interested in learning more about ESOPs and business transitions.  An emphasis in the sessions will be placed on fostering great discussion amongst small groups of individuals seeking options for their clients’ estate planning needs.

Among the offerings available during the information sessions is the rare opportunity to meet ESOPMarketplace.com advisers and learn how ESOPs can enhance their valued clients’ estate planning. The interactive programs presented each morning are designed for small group discussions and shared learning.  Attendance is limited to facilitate deep discussions between our carefully vetted advisers and like-minded attendees who want to gather information.

These early morning events at the 52nd Annual Heckerling Institute on Estate Planning in Orlando, Florida offer a great deal of critical information for those interested in learning more about ESOPs and business transitions.

Jack Veale

Founder of ESOPMarketplace.com

ESOPMarketplace.com is a website to help trust and estate advisers find the best ESOP consultants, lawyers, and advisers in the USA. For the Heckerling Trust and Estate conference, some of the best advisers of ESOPMarketplace.com will be available to present educational topics for estate planning advisers to help them make informed decisions regarding their clients’ trust and estate planning needs.

The ESOPMarketplace.com breakfast programs are free to those interested in business ownership transitions. There are three events to choose from, each with its own content, so interested parties are encouraged to register early for all three. Sessions have limited seating to encourage high levels of interaction and less structured programming. The interactive programming lends itself well to question and answer sessions.

ESOPMarketplace.com is a community of nationally known ESOP advisors marketing through a family of websites including ESOPMarketplace.com, Suddendeathchecklist.com, Executorschecklist.com, Trusteeschecklist.com, Trusteemarketplace.org, and Directorsmarketplace.org.  Among the esteemed speakers at this great event are Chris Best of Acclaro Valuations Advisors, Dan Reser of Fiduciary Services Inc., Joan Cannon of McGrath North, Dan Zugell of Business Transition Advisors, and Jack Veale of PTCFO Inc. 

Attendees at the conference are encouraged to stop by Booth #200 during the conference to receive a free copy of our Sudden Death Checklist which includes critical step by step information of great benefit to advisers guiding their clients through estate planning options.

Pre-registration for these valuable breakfast sessions is available now at www.heckerlingesop.com. More information regarding session registration or attendance can be requested by contacting Jack Veale at (860) 232-9858 or jackv@esopmarketplace.com.

Source: ESOPMarketplace.com


Categories: Business Development, Administration and Management, Privately Owned, Business

Tags: business transition, employee communications, employee ownership, ESOP advisers, leadership