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  • Exit Planning Exchange
Exit Planning Exchange
Oct
21

XPX Maryland: ESOP Basics

Details

Date & Time

Fri, Oct 21st, 2022 â‹… 8:00am - 10:00am (EDT)

Location

Rolling Road Golf Club: 814 Hilltop Ave, Catonsville, MD 21228

Tickets

Maryland Members Early Bird (through 10/7)
$35.00
Maryland Members Regular Fee
$45.00
Maryland Members Same Day/Walk-In Fee
$55.00
Maryland Sponsors (Annual & Event)
$0.00
Non-Members Early Bird (through 10/7)
$65.00
Non-Members Regular Fee
$85.00
Non-Members Same Day/Walk-In Fee
$95.00
Other XPX Chapter Members Early Bird (through 10/7)
$50.00
Other XPX Chapter Members Regular Fee
$60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee
$70.00
Speakers
$0.00
Guests

Registrants

48 people attended
MW
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
NW
NS
JZ
+43
Please join us as Jon Williams, Director of Plan Administration at Blue Ridge ESOP Associates, explains the basic tenants of an Employee Stock Ownership Plan (ESOP). Jon will discuss how an ESOP operates, possible tax advantages, and why it might be a great option for business owners looking to sell.

Our Speaker:


Jon A. Williams, QKA

Director, Plan Administration
Blue Ridge ESOP Associates

Mr. Williams is a Director of Plan Administration for Blue Ridge ESOP Associates and has over 13 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a Bachelor of Science in Business from Virginia Commonwealth University, where he majored in Accounting and minored in Economics.


AGENDA: 8:00AM-10:00AM EDT

8:00AM to 9:00AM (Networking & Breakfast)
9:00AM to 10:00AM (Presentation)

Event Pricing:

Non-Members Early Bird (through 10/7) $65.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00

Other XPX Chapter Members Early Bird (through 10/7) $50.00
Other XPX Chapter Members Regular Fee $60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee $70.00

XPX MD Members Early Bird (through 10/7) $35.00
XPX MD Members Regular Fee $45.00
XPX MD Members Same Day Registration/Walk-In Fee $55.00
XPX MD Sponsors (Annual & Event) $0.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual, no substitutes.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MW
Mac Winchester
Principal
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
NW
Nick West
Jacob William Advisory
NS
Noah Schettini
JP Morgan Private Bank
JZ
Jimmy Zhou
CohnReznick LLP
MR
Mark Ring
Jacob William Advisory
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn Solomon
Offit Kurman, P. A.
GH
Gregory Hogan
SC&H Capital
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
Janney Montgomery Scott
Justin Sandridge of Murphy Business Sales is a member of XPX Maryland
Justin Sandridge
Murphy Business & Financial Corporation
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy Ward
KatzAbosch
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
Jamie Waldren of Wells Fargo Advisors is a member of XPX Maryland
Jamie Waldren
Wells Fargo Advisors
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
AM
Anne Meltzer
Tucker & Meltzer Valuation Advisors
Steve Edwards of Edwards Performance Solutions is a member of XPX Maryland
Steve Edwards
Edwards Performance Solutions
ER
Edward Rothstein
Newport LLC
Orsolya Herbein of Brand3 Inc is a member of XPX Maryland
Orsolya Herbein
Brand3 Inc
RD
Raina Dewald
Carey Sales & Services Inc
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Jerry Gauthier of Live Oak Bank is a member of XPX Maryland
Jerry Gauthier
Live Oak Bank
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Hartman Executive Advisors
Chris Marasco of Farmers & Merchants Bank is a member of XPX Maryland
Chris Marasco
Sandy Spring Bank
BK
Brian Kowitz
Heller Kowitz Insurance Advisors
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
Robert Brando of Univest Bank & Trust Co. is a member of XPX Maryland
Robert Brando
Firstrust Bank
John Morgan of Verdence Capital Advisors is a member of XPX Maryland
John Morgan
Verdence Capital Advisors
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
AR
Andre Rogers
E3Insights
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
CXO-Baltimore Washington Business Brokers, LLC
AR
Alexander Roesner
Black Diamond FInancial
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward Kidner
Davis, Agnor, Rapaport & Skalny
MS
Matthew Speake
Davis, Agnor, Rapaport & Skalny, LLC
Augusto Martinez of Freedom Strategy LLC - Outsourced CFO Services & Analytics is a member of XPX Maryland
Augusto Martinez
Freedom Strategy
Jeff Kordela of Supporting Strategies - Chesapeake Region is a member of XPX Maryland
Jeff Kordela
Supporting Strategies - Chesapeake Region
JS
Joshua Stonko
JPMorgan
JW
Jon Williams
FE
Fred Eikenberg
Sandy Spring Bank
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
TR
Thomas Regnante
JPMorgan Chase
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Merrill Lynch
D. Michael Reid of ERA Group is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
EW
Eric Wendler
Brown Schultz Sheridan & Fritz (BSSF), CPAs
Donni Engelhart of Tucker & Meltzer is a member of XPX Maryland
Donni Engelhart
Tucker & Meltzer
AQ
Anabel Quintero
MV Financial