35th Annual Ohio Employee Ownership Conference update
About
About
Overview of OEOC Programs
Staff
What We Do
Friends of the Center
Contact Us
Home
Resources
2023 Annual Ohio Employee Ownership Conference
Ohio's Employee-Owned Network Programs
Ohio’s Employee Owned Network Events - DAVE (DB)
In-Company Training and Organizational Development
Publications & Research
Owners at Work Podcast
Owners at Work Newsletter Archive
Creating An Ownership Culture
Ohio's Worker Ownership Network (OWN)
Succession Planning
Greater Cleveland Succession Planning Program
Succession Planning Program
Succession Planning as Economic Development
Video Resources for Selling Owners
Selling to Your Employees through an ESOP
What is an ESOP?
Is an ESOP Right for Me?
Business Succession Planning Options
Owner’s Guide to Business Succession Planning
Employee-Led Buyouts
Network & Programs
Upcoming Programming
Join OEOC's Employee-Owned Network
Network Programs Overview
2023 National Employee Owner Summit
2023 Annual Ohio Employee Ownership Conference
Network Webinars
Ohio Employee Owner Retreat
Certificate Program for Non-Professional ESOP Fiduciaries
Communications and Culture
CEO/CFO Roundtables
Training and Development
Southwest Employee Ownership Forum
Cooperatives
Cooperative Development Center
Archived Cooperative Webinars
Starting a Cooperative Business
Technical Assistance for Business Owners & Employees
What are Worker/Employee Owned Cooperatives
Selling Your Business to a Worker Owned Cooperative
Training for Cooperatives
The Union Cooperative Model
Professional Members
Find a Professional
Become a Professional Member
DONATE
Return to Professional Member Directory
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)
●
Succession Planning
●
Complete Listing
