Building Your Retirement Roadmap: Planning for What’s Next
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Webinar insights for exiting your practice and securing the future you’ve worked hard to build
We’re glad you’re joining us for the third webinar session in our quarterly webinar series. Whether you’re years away from retirement or just starting to plan your exit, this session is designed to help you take control of what comes next.
Our presenters will walk you through key considerations, such as developing a succession strategy, financial planning for retirement, and giving back through philanthropy — along with tips on avoiding common mistakes that can derail even the best-laid plans.
