35th Annual Ohio Employee Ownership Conference update
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2023 Annual Ohio Employee Ownership Conference
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2024 Annual Ohio Employee Ownership Conference
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UBS Financial Services Inc.
3280 Peachtree Rd NE, 21st Floor
Atlanta
,
GA
30305
877-794-1042
http://financialservicesinc.ubs.com/team/teg/
Key Contacts:
Leslie Lauer
Services Offered:
●
1042 Rollover/QRP Investment
●
Board Member
●
Estate Planning
●
Financial Planning
●
Lending
●
Repurchase Obligation
●
Risk Management (for protecting ESOP account values)
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Succession Planning
●
Complete Listing
