"ESOPs - A Primer on Effective and Correct Use of This Tax-Efficient and Powerful Business Owner Exit Strategy and Estate Planning Vehicle" (1 CE credit for CPAs and CFPs)
Date: Thursday, September 24, 2015
Time: 5:15pm - 8:00pm
Location: Plaza Club
Speaker: Keith J. Apton, Sr. VP-Wealth Management, The Capital ESOP Group, UBS Financial Services, Washington DC
TIME:
5:15 p.m. - No-Host Cocktails
6:15 p.m. - Buffet Dinner (selections include vegetarian and vegan diets)
RSVP by Thursday, September 17, 2015
Call 521-4015, opt. 1 OR E-mail hepcouncil@hotmail.com
(If mailing in your RSVP with payment, please call or email as well.)
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Guest ________________________________________________
Please send guest fees ($32.00 per) payable to: HEPC / P. O. Box 1227 / Honolulu HI 96807.
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It is the Council's policy to charge a $32 no-show fee to a member or guest who makes a reservation and fails to attend.
