Our guest is Jason Wellman, Senior ESOP Relationship Consultant with ESOP Partners. Jason Wellman sat down with Bret Keisling of Captial Trustees, LLC during the 3rd Annual Great Lakes Regional ESOP Association Conference held October 19-20, 2017 at the Kalahari Resort & Convention Center, Sandusky, OH.
Jason Wellman specializes in communicating, educating, teaching, training, and presenting about ESOPs so that employees understand this unique, non-traditional benefit. Companies will reap a great return on investment by deploying a correct and consistent communication plan and culture in the first thirty-six months to five years of a new ESOP.
ESOP Partners is based in northeastern Wisconsin and serves companies across the United States. They offer comprehensive ESOP services including ESOP administration, compliance, planning, and consulting.