The presentations on the 18th of September in Santa Fe, NM with NPRRA went well. Below is the presentation materials we used in the Succession Planning session. Of course, the meat of the content is what we talked about and is not included in the presentation itself. Feel free to give my office a call to learn more.
In other news, but on a related topic, several advisors and I are hosting a workshop on Wednesday, Sept. 30, at 7:30 am […]