Date: August 9, 2021
Time: 1-2 PM Eastern Time
(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 have developing or independent agents looking to grow the practice by buying a book of business, build their practice’s value in preparation of a future sale or pass down their 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.
Speakers:
Gerald C. Grant, MBA 
Gerald C. Grant III, MBA, CFP 
Brian D. Heckert, CLU, ChFC 
Donald F. White, CLU, ChFC 
Michelle L. Bender, CFP
Date: August 9, 2021
Time: 1-2 PMEastern Time
(You must be registered to participate!)