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MLJ1 | Workshop Executive Summary | Successful Succession Planning for Today’s Auto Dealers

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On October 5 2017 Don Hannahs CFP, founding Partner at Planning Solutions Group, a 30-person Wealth Management fi rm with offi ces in Maryland and Virginia, joined us for an online workshop to share his thoughts about succession and continuity planning. Don is a recognized expert and has taught fi nance and retirement courses at Christopher Newport University (CNU) and Montgomery College. Don has addressed many trade associations including the DC Bar, Associated Builders & Contractors, Northeast Farm Equipment Dealers Association, Virginia Association of Roofi ng Professionals, Printing & Graphics Association, NECA, and NADA where he regularly addresses the Academy Graduates and Families on Succession Planning. Th is report is a summary of Don’s comments and suggestions. ……….see Don’s Contact Details on the last page.

MLJ1 | Workshop Executive Summary | Successful Succession Planning for Today’s Auto Dealers

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