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News · Wealth Planning
Managing Director and Wealth Strategist Discusses Business Succession Planning with Fabricating & Metalworking Magazine
By Crestwood Advisors · May 3, 2024
In a recent Fabricating & Metalworking Magazine article Managing Director and Wealth Strategist Katherine M. Sheehan, J.D., AEP®, delves into the complexities of business succession planning and highlights crucial considerations.
