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.
