Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.

Webinar

Understanding ESOP Account Segregation

TopicESOP

Understanding ESOP Account Segregation

Tina DiCroce and Marissa Semple discuss how segregation works and the available options for implementing segregation, the benefits of segregation, as well as common concerns, and factors to consider when deciding to segregate, including impacts on cash flow, benefit levels, and culture.

Webinar air date: 4/29/21


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