At NAMM U Jaimie presents his unique
approach to succession planning.

Succession planning involves retirement, legal, tax, business, family, value creation, and personal financial issues.

We’ll help you learn a simple process so you can make sound financial decisions when interacting with your inter-disciplinary team of professionals in three easy steps:

Organize

your values, financial & people resources.

Understand

your options and consequences

Decide

and implement your succession plan.

Discover effective solutions for a healthy succession plan at moneycapsules.com



To schedule your complimentary introductory call

Click Here

or call 212-829-0001

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