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June 27

Succession and Continuity Planning – Why You Need To Start Both, TODAY


Succession planning is NOT just for retirement. Tomorrow is never guaranteed.

Earlier this year, we had a young client pass away unexpectedly, and due to what we learned helping his wife through the ensuing days, we realized the need to put on a meeting to discuss the importance of Succession and Continuity Planning.

Succession and Continuity Planning protects your family from the stress of operating the business in the event of an accident, or sudden illness. It ensures your family won’t face an interruption in income, and that your work family is protected from losing their income.

Join Joe Marconi, Kevin Vaught, and Darrin Barney for this 60-minute meeting, and learn the steps to creating a plan for your business that doesn’t just help for tomorrow, but can benefit you today.

Register now!


June 27
10:00 am - 11:00 am