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.


Projecting ESOP Repurchase Obligation


Projecting ESOP Repurchase Obligation

Tina DiCroce and Ashleigh Newlin discuss the definition of ESOP repurchase obligation (RO), why and how to plan for RO, steps involved in forecasting RO, and taking your RO forecast to the next level.

Webinar air date: 2/12/19

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