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Succession planning: No longer an option (panel)

Charles E. McDaniels, CLU, ChFC; David Rutger Minich, CFP, CLU; Wayne D. Minich, CLU, ChFC; Hamilton P.B. Poynor, CLU, AEP; Moderator: Randy L. Scritchfield, CFP, LUTCF

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Succession planning is a demographic necessity in our practices. This panel features four MDRT members who will share their real-life experiences with the ever-present and daunting reality of the process — including a plan that is working, one that didn’t and the value of considering the Whole Person aspects of succession planning. Join in on this interactive panel session to benefit from several perspectives to answer your concerns about this inevitable aspect of practice management.
 

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