Planning beyond your business

How business and personal wealth go hand-in-hand

Michael Cherny, Head of Citizens Wealth Advisors, addresses the need for business owners to develop a succession plan to maintain continuity in their businesses while safeguarding their legacy.

Ensure your company's legacy

In the second part of a two-part series, Mark Valentino, President of Business Banking, and Rebecca O'Connell, Regional Executive of Corporate Banking, discuss succession and exit planning.

Watch part two

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