GROWTH. TRANSFER. LEGACY.
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Join us on July 11th as we continue our discussion of the buy side of business transactions. Are your inside buyers all of the employees? We are looking forward to hearing from Keith Apton, CEPA® as he helps us take a fresh look at the pros and cons of ESOPs. Keith comes to us with a great wealth of experience. He has 17 years of experience in the financial services industry and is the founder of The Capital ESOP Group at UBS.
Make sure to register now for our July 11th meeting at The Tower Club!
Keith J. Apton, CEPA, Managing Director - UBS Wealth Management. Bio.
IMPORTANT NOTICE: PLEASE TAKE NOTE OF THE CHANGE OF DATES FOR OUR MONTHLY EVENTS. FOR 2019, WE ARE GENERALLY MEETING THE FIRST THURSDAY OF EACH MONTH (EXCEPT JUNE AND JULY). PLEASE NOTE THE SAVE THE DATE NOTICE EACH OF YOU RECEIVED AT OUR HOLIDAY EVENT, OR WAS SENT TO YOUR EMAIL. MAKE NOTES OF THESE DATES ON YOUR ANNUAL CALENDAR SO YOU DON’T MISS A SINGLE MEETING!!
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