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Webinar: Transition Planning . . . Why Do I Need It?


April 23, 2019
11:00 am - 12:00 pm MDT
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It’s inevitable. One day, you will step down from running your business. More than 70% of business owners fail to put a strategic, written plan into place. The repercussions vary – but the lack of planning often spells doom for the business, family members, and legacy opportunities. Next Gen planning includes succession development, transition navigation, estate strategy, and legacy planning – to ensure you reach and maximize your long-term goals. Join us as Jim Rein, our Next Gen Leader and Jeanne Bernick, Transition Navigator Leader share stories, strategies, and tips for how and why planning for tomorrow protects what matters most to you today. Watch the Recording