We are excited to announce the promotions of six Chartwell team members. These individuals are tremendous assets to our clients and will continue to be an integral part of the development of our firm in 2023.

Webinar

Common Mature ESOP Issues and Strategies

TopicESOP

Common Mature ESOP Issues and Strategies

Tina Langlois and Michael Fischer address common concerns expressed by trustees, boards of directors, and management of maturing and mature ESOP-owned companies. Learn about strategies available within the confines of ESOP plan features and repurchase strategy to get ahead of these concerns, as well as trade-offs to consider prior to amending plan provisions or implementing a new repurchase strategy.

Webinar air date: 4/20/22


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