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Wireless Wednesday Live: Business Succession with Katherine Roy

  • Writer: Rick Limpert
    Rick Limpert
  • Jul 3, 2024
  • 1 min read

Rick is joined by: Katherine Roy, Principal, Retirement Products at Edward Jones




Taking an important topic- Business Succession.


Have a watch:




Topics:


· Tell us about the business succession boom and how business owners are planning for the future.


· What were the most surprising findings in the business owner survey?


· What are the key factors for businesses when succession planning?


· What are the main hurdles business owners are facing when succession planning?


· Where can we go to learn more?



CALL TO ACTION WEBSITE: www.edwardjones.com/NextInLine

 
 
 

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