Event Info:
Join our team at the Great Lakes Regional Conference, a dynamic regional event hosted by the Indiana, Michigan, and Ohio/Kentucky Chapters of The ESOP Association. From September 29 – October 1, 2026, we’re bringing together employee-owners, industry experts, and ESOP advocates for three days of learning, networking, and inspiration.
Blue Ridge Presentations
ESOP Success Post-Close: Aligning Advisors and Leadership
Roth Contributions and In-Plan Roth Rollovers