Kelley discusses the importance of planning for business succession and personal legacy as one approaches retirement. She emphasizes the need for clear communication regarding succession plans, financial organization, and the significance of creating a lasting impact beyond business. The discussion also explores the evolving concept of retirement, suggesting a shift towards a more fulfilling 'thrive time' rather than traditional retirement, and highlights the importance of leisure and personal fulfillment in this new phase of life.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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