SRG Off Script: The Importance of Succession Planning for Advisors

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.

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.