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Succession Planning Issues For Financial Advisors with Joel Beck

Updated: May 4, 2021

​Without a succession plan, you are inviting a business and financial catastrophe. Your family will not maximize your years of hard work. You need a plan. ASAP! On this episode of The Resilient Advisor Podcast we discuss these issues and more with Attorney Joel Beck of The Beck Law Firm. Joel’s practice is focused in the areas of financial markets, insurance regulation, estate planning, and business law.



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