Today, I want to walk all of you through an assessment that we think everyone should take before they start planning for retirement. People often think succession planning is awkward to talk about, so a lot of the things we cover in this survey have been largely ignored by corporate teams over the past few years — but these are important conversations to have because we can’t allow the different generations in our organizations to become siloed.

 

You can take the survey yourself by clicking right here — it’s completely free and we don’t even ask for your email address.

 

To learn more, and for the complete show notes, visit: legacytransitions.org/podcast

 

Resources:

• Learn more at legacytransitions.org
• LinkedIn: linkedin.com/in/bob-foley-0343a21
• Facebook: facebook.com/RetirementLifestylePlanning

Legacy Transitions is a production of Crate Media