Webinar 3: Employee Stock Ownership Plans (ESOPs): An Overview for Long-Term Planning

May 18, 2026

About this webinar

Employee Stock Ownership Plans (ESOPs) can play a meaningful role in an employee’s long-term financial picture, particularly in private companies. This session provides an overview of how ESOPs typically operate, discusses common tax and liquidity considerations, and reviews illustrative examples of how employees incorporate ESOP benefits into their long-term planning.

What you will learn

How ESOPs generally function in private and public company settings

Common tax considerations and liquidity events associated with ESOPs

Factors to consider when transitioning ESOP benefits after leaving an employer

Actionable Takeaway

Develop a deeper understanding of how ESOP benefits can be integrated into long-term retirement and financial planning discussions.

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Connor Low, CFP®, EA, ChFC®

Owner/CEO
Wealth Management Advisor

Connor Low is an Investment Advisor and Lead Financial Planner, as well as the founder of Iarann Wealth, a wealth management firm based in Durham, North Carolina. Born in New York, Connor later moved to North Carolina and has dedicated his career to delivering financial planning and investment strategies, helping clients build and preserve wealth through tailored solutions.

About Iarann Wealth

At Iarann Wealth, we help high-income earners, business owners, and families create tailored financial strategies that support long-term growth and security. With a holistic approach to wealth management, our team partners with you to simplify complex financial decisions and align your money with your goals.

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Disclaimer

Information presented here is for general informational purposes only and should not be construed as individualized advice. All investing involves risk. Past performance is no indication of future results, which cannot be guaranteed. Market conditions change continuously. Iarann Wealth and Private Client Services do not offer tax or legal advice. Always consult a professional regarding your specific situation.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Private Client Services, a Registered Investment Advisor. Private Client Services and Iarann Wealth are unaffiliated entities.