S5. EP. 2 - Lessons in Succession: Gen 2 Partner Buy-In Success
OnPoint with Oak Street Funding
<p>Today I am delighted to be with Susie McEuen, VP of Sales at Oak Street Funding. We are also excited to be joined by Christina Traurig and Mackenzie Parsons, both Principals and Financial Planners at Cornerstone Financial Planning. Today they are going to tell their story about succession and what it takes to be prepared to be a successor. Learn more at oakstreetfunding.com</p>