A Holistic Approach to Succession Planning, Part 2- January 28 - Online


To Register:

  • Click here to register directly with Small Giants Construction Excellence Academy.
  • Choose the number of "tickets" you would like to purchase.
  • Fill out contact/billing information.
  • Under "How did you learn about this training?" choose "AGC Colorado".
Registration questions? Contact Jenn Swanson at JennS@smallgiantsonline.com  

Taught by James Murphy, Willmeng Construction / George Thacker, CSG Partners / John Murdough, CPA and Consultant / Danielle Feroleto, Small Giants

Exploring ESOPs
Learn from speakers who specialize in, consult on and have participated in the ESOP process.

What is an ESOP?
An Employee Stock Ownership Plan (ESOP) is a retirement plan that gives employees an ownership interest in the company through shares of stock. With an ESOP, employees are not just working for the company – they are now working as owners of the company.

Key Benefits of an ESOP:
-Ownership Mentality
-Retirement Security
-Job Satisfaction

Interesting Facts:
-ESOPs are tax-exempt retirement trusts, and account values are not taxed while an employee is earning.
-ESOPs are most prevalent in manufacturing, professional/scientific/technical services, construction, and finance/insurance/real estate.
-Companies with ESOPs and other broad-based employee ownership plans account for well over half of Fortune Magazine’s “100 Best Companies to Work for in America” list year after year.

*A Zoom link will be sent to all attendees upon registration.
 

A Holistic Approach to Succession Pla...

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Date and Time

Tuesday Jan 28, 2025

11:00 AM - 1:00 PM
 

Location

Course will be offered online via the Zoom.
 

Fees/Admission

AGC Member: $300

 

Contact Information

Melissa Sotelo
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