Succession Planning with 5P
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!!!
