Business Owners: Join Oxford Bank for Business Insights Series on ESOPs & Business Succession

Founded in 1884, Oxford Bank, the oldest commercial bank in Oakland County, Michigan, is hosting its upcoming Business Insights Series focused on Employee Stock Ownership Plans (ESOPs) as a strategy for business succession and liquidity. Business owners are invited to register to attend one of two sessions featuring experts from The ESOP Group at RBC Wealth Management.

WHEN & WHERE:

Evening Session:
Date: Wednesday, October 7
Time: 5:30 - 8:30 p.m.
Location: The Townsend Hotel, Birmingham, MI
Format: In-Person Only
Refreshments: Light hors d'oeuvres and beverages

Morning Session:
Date: Thursday, October 8
Time: 7:30 - 10:30 a.m.
Location: The Royal Park Hotel, Rochester Hills, MI
Format: In-Person Only
Refreshments: Light breakfast, coffee, tea, etc.

WHAT:

Is an ESOP Right for Your Business? Join Oxford Bank for a practical conversation about ESOPs and what business owners should consider as they evaluate succession and liquidity options. The discussion will cover how ESOPs work, what makes a company a good candidate, why owners consider ESOPs for succession and liquidity, and how ESOPs compare with other transition strategies.

The series will feature Leslie A. Lauer, CFP®, ChFC®, CEPA®, Managing Director & Private Wealth Advisor, and Rebecca T. Glasgow, CFP®, CEPA®, Managing Director & Private Wealth Advisor, with The ESOP Group at RBC Wealth Management. Lauer and Glasgow bring extensive experience in ESOP transactions and business transition planning.

RSVP:

Please RSVP

Neither RBC Wealth Management, a division of RBC Capital Markets, LLC, nor its affiliates or employees provide legal, accounting, or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice.