Webinar Recording Background




SRG Off Script:

The Importance of Succession Planning for Advisors

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In this SRG Off Script Live, David Grau Jr. dives into the crucial topic of succession planning, answering your questions about designing a plan regardless of how far away retirement may seem.

Date: Thursday, June 22th, 2023
Time: 11 a.m. PT / 1 p.m. CT

Submit your question(s) at registration or live during the webinar!

SRG Off Script is a monthly webinar series hosted by President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice.

Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com.

Fill out the form to register!



David Grau Jr., MBA

Founder & President
Succession Resource Group