Succession Planning with 5P

Written by on 09/24/2018                                                         Event type: 5P Podcast


Coordinator:Michael J. Penney                              Task organization: Solo Talk



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?



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 …

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