Episode Synopsis "Continuity Planning: What you Need to Know | Jennifer Moore"

Today we're joined by Jennifer A. Moore, CFP®, ChFC, and President and Founder of TriOak Financial Group in Beaumont, TX. Brought to you by Advisor Group and produced by Advisor Group’s Succession & Acquisition team, the My Succession podcast delivers firsthand experiences from financial advisors on succession and continuity planning, acquisition, business valuation, and more! Visit mysuccessionplan.com for additional information!

Listen "Continuity Planning: What you Need to Know | Jennifer Moore"

More episodes of the podcast My Succession

• Continuity Planning, a Manager’s Perspective | Shehab Mohammad
• A Next Gen’s Perspective on an Internal Transition | Autumn Soltysiak
• Business Acquisition Done the Right Way | Aaron Titze
• Acquisition: Understanding the Dynamics | Mike Webb
• Continuity Planning: What you Need to Know | Jennifer Moore
• Continuity: A Complicated Problem with a Simple Solution | Jim Spina
• OSJ Acquisition | Shehab Mohammad
• Welcome to My Succession!