35th Annual Ohio Employee Ownership Conference update

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UBS Financial Services Inc.

3280 Peachtree Rd NE, 21st Floor
Atlanta
GA
30305
877-794-1042http://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
● 
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