Event Option Details
Evening Session:
Date: Wednesday, October 7
Time: 5:30 - 8:30 p.m.
Location: The Townsend Hotel, Birmingham, MI
Format: In-Person Only
Refreshments: Light hors d'oeuvres and beverages
Morning Session:
Date: Thursday, October 8
Time: 7:30 - 10:30 a.m.
Location: The Royal Park Hotel, Rochester Hills, MI
Format: In-Person Only
Refreshments: Light breakfast, coffee, tea, etc.
About the Speakers:
Leslie A. Lauer, CFP®, ChFC®, CEPA®, Managing Director & Private Wealth Advisor for the ESOP Group at RBC Wealth Management.
Leslie has spent more than 35 years advising business owners on succession options, with deep specialization in Employee Stock Ownership Plans (ESOPs). As a Managing Director with The ESOP Group at RBC Wealth Management — a team formed in 1989 that has completed 900+ ESOP transactions and engagements and advises on more than $25 billion in total enterprise value — Leslie helps owners understand the nuances, benefits, and challenges of selling a business to its employees, along with the estate, retirement, and wealth-planning considerations that come with a transition.
In her own words: "Being part of a team that helps owners pass the torch to the next generation of leaders, managers and employees has been one of my life's greatest joys."
Please fill out the below, to receive the formal calendar invite. For any questions please contact your relationship manager or marketing@oxfordbank.bank.
We hope to see you there!
Rebecca T. Glascow CFP®, CEPA®, Managing Director, Private Wealth Advisor, and Senior Portfolio Manager for the ESOP Group at RBC Wealth Management.
Rebecca has spent her 20-year career in financial services advising business owners, wealthy families and ESOP-owned companies. She draws on her extensive experience in the areas of wealth and insurance planning and her prior experience in institutional asset management to build tailored solutions for her clients and their diverse needs.
Today, as a partner of The ESOP Group, Rebecca works closely with business owners and their families on business transition advice, specifically utilizing employee stock ownership plans (ESOPs) as a liquidity and ownership transfer tool. In addition to working with private business owners and their families, her team also assists ESOP-owned companies with their cash management and company sustainability challenges.
Neither RBC Wealth Management, a division of RBC Capital Markets, LLC, nor its affiliates or employees provide legal, accounting, or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affi
