Succession Planning with 5P

Succession Planning with 5P
5 Paragraph Business Podcast

 
 
00:00 / 11:28
 
1X
 

Team:5Paragraph.com                                                         Event type: 5P Podcast

 

Coordinator:Michael J. Penney                              Task organization: Solo Talk

 

Situation

Baby boomers have to pull out their IRA or 401K at age 70.5.

 

Presidential executive order could push that back to 72,75, or later.

 

Mission: Think about your succession plan. How do you want to setup your future so that you can retire and ensure your heirs receive their inheritance?

 

Execution

Commander’s Intent:  Choose 5 Paragraph to organize your succession plan. For individuals seeking an outside perspective.

 

Scheme of Maneuver:  5 Paragraph will help you organize your plan for moving forward through retirement and beyond.

 

Coordinating instructions: Call for an assessment. It’s free to get started.

We are your succession organizer.

 

  • We provide succession planning for clientele with multiple entities and investments.

 

Desired endstate: Our goal is that you are confident and comfortable with your plan for what happens when you’re no longer at the helm of your operations.

 

Admin / Logistics – Sustainability

Contact your financial advisors, financial managers to discuss an action plan for moving forward.

 

  • We work with your advisor’s intelligence to construct a vision for success.

 

Book: http://bit.ly/5PPLAN

Tutorials: https://Tutorials.5Paragraph.com

Template: http://template.5paragraph.com

 

Additional personnel: 5P Advisors – Schedule a call @ https://meetme.so/5Paragraph

 

Command / Signal

5Paragraph.com        919-827-0898     CALL US!!!

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