MDRT Special Event: The keys to successful succession planning

Date: August 9, 2021

Time: 01:00PM - 02:00PM

You must be registered to participate!

Join MDRT members Gerald C. Grant Jr.; Gerald C. Grant III; Brian D. Heckert, CLU, ChFC; and Donald F. White Jr., CLU, ChFC; for a panel discussion on all things related to succession planning. Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan in place. The panelists will address all three scenarios, sharing from their own personal experiences with succession planning — the good, the bad and the ugly.

The discussion will be moderated by nine-year MDRT member Michelle L. Bender, CFP. There will be time for a live Q&A session after the presentation.