On this episode of Your Financial Choices, Laurie Siebert welcomes Tom Garrity of Compass Point family Business Consulting to talk about the "hows" and "whys" of succession planning.

Succession Planning with Tom Garrity | Your Financial Choices

Laurie A. Siebert covers a wide range of topics focused on helping the listener make sound choices when it comes to personal finance. She can be heard offering the same parting advice in the final seconds of each program, "Be proactive, not reactive." Laurie is a Certified Public Accountant, Certified Financial Planner®, and an Accredited Estate Planner®. She is a Senior Vice President at Valley National Financial Advisors.

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Succession Planning with Tom Garrity | Your Financial Choices

Succession Planning with Tom Garrity | Your Financial Choices