Stefan Whitwell, President and Co-Founder, National Wealth Partners, LLC to Speak at Employee Stock Ownership Plans

Top Quote The Knowledge Group, the leading producer of regulatory focused webcasts, has announced today that Stefan Whitwell, President and Co-Founder, ational Wealth Partners, LLC will speak at the Knowledge Group’s webcast entitled: “Employee Stock Ownership Plans: Tax, Valuation, and M&A Considerations for 2019 LIVE Webcast.” End Quote
  • (1888PressRelease) August 27, 2019 - This event is scheduled for Friday, September 13, 2019 from 12:00PM to 1:30PM ET.

    For further details, please visit:

    About Stefan Whitwell
    Stefan Whitwell is President and Co-Founder of National Wealth Partners, LLC. Stefan is a sought-after advisor and business funding expert serving difference makers and business owners. He helps clients define and implement strategies to support their most valued life-goals through asset protection, tax planning, investing, business exit planning, wealth transfer planning and high impact philanthropy.

    Stefan graduated from the Wharton School of Business at the University of Pennsylvania and subsequently earned the Chartered Financial Analyst designation and Certificate in Investment Performance Measurement, both from the CFA Institute where he serves on their global Educational Advisory Committee. In addition, Stefan serves on the Long Center Corporate Advisory Board, the Baylor Scott & White - Development Advisory Board and was previously a Social Venture Partner at Mission Capital.

    Stefan lives in Austin and is the proud father of three children with whom he enjoys playing and spending time outdoors. In addition, he trains in Brazilian Jiu-Jitsu, is a black-belt in Hakko-Ryu Jiu-Jitsu and is a long-time patron of the arts and has been playing violin for 40 years.

    About National Wealth Partners, LLC
    National Wealth Partners is a full service wealth management Firm dedicated to serving Difference Makers at the intersection of Wealth, Health and Purpose. We work with business owners, senior executives and philanthropists and invite you to partner with us and manage your wealth with purpose. Allow us to free you from the burden of detail so you can focus on what you love to do. With 100+ years experience among our co-founders, we've got you covered.

    Over the years, employers have effectively used Employee Stock Ownership Plans (ESOPs) in retaining employees and investing them in the companies’ profitability. However, with the ever-evolving business and legal landscape, it has become crucial for companies and their lawyers to be in the know of the latest developments and updates concerning ESOPs. Top compliance issues that require focus include valuation, M&A, and tax laws.

    In this LIVE Webcast, a seasoned panel of thought leaders and professionals brought together by The Knowledge Group will provide an in-depth analysis of the recent developments in ESOPs. Speakers will also present the best practices in avoiding potential compliance risks and pitfalls.

    Key topics include:
    • Employee Stock Ownership Plans (ESOPs) – Framework and Statistics
    • Recent Trends and Developments Involving:
    • M&A;
    • Tax; and
    • Valuation.
    • Opportunities and Risks
    • Best Compliance Practices

    About The Knowledge Group
    The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register to an event, please visit:

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