Leaving a Legacy with Employee Stock Ownership Plans

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Join OneAmerica to learn how ESOPs can solve the business succession challenges your clients face. Statistics show that 55%–70% of closely held businesses in the US are approaching the need for succession planning. Combined with the aging of Baby Boomers, this creates a prime opportunity to utilize ESOPs to address business succession. This expectation is also supported by some little-known changes affecting ESOPs in Secure 2.0. Join us to learn all about ESOPs and how this tool can help you in your business!

What will be covered:

  • Business Succession – how to open the conversation with your client
  • ESOP tax incentives
  • ESOP ideal candidate profile and steps to the transaction
  • Why we'll see more ESOPs created than ever before
  • How ESOPs can positively influence your client relationships

May 7, 2024, at 10:00 AM PST / 1:00 PM EST

Register Today!

Presenters
Dawn-Hafner

 

Dawn Hafner
Dawn Hafner is the ESOP Consulting Director with OneAmerica Financial. Dawn brings together extensive experience in finance leadership, a strong commitment to personal growth and work-life balance, and specialized expertise in ESOP with over 25 years in the field. She's earned an MBA, CPA, and pension designations CPC and QPA. Currently pursuing an MA in mental health counseling, they embrace a philosophy of continual growth.

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