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Speaking Engagements

Erica McGregor Discusses ESOPs at CMBA Annual Estate Planning Institute

October 28, 2016
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On October 28, Erica McGregor joined UBS Wealth Management's Leslie Lauer at the Cleveland Metropolitan Bar Association's 43rd Annual Estate Planning Institute 2016. Erica and Leslie discussed "ESOPs As an Estate Planning Tool: An Introduction to Employee Stock Ownership Plans."

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