Session Description

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, as well as 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.

Biography

Charles E. McDaniels, CLU, ChFC

Charles E. McDaniels, CLU, ChFC, is a 25-year MDRT member with four Court of the Table qualifications. He is managing partner of McDaniels Financial Services LLC and has 33 years of financial services experience. He currently serves on the By Laws and Ethics Committee and is a Platinum Knight of the MDRT Foundation. McDaniels has served on and chaired more than 40 committees for both MDRT and the MDRT Foundation.

McDaniels Financial Svcs LLC
96 Southern Golf Ct
Fayetteville, GA 30215-8008 USA

Email: Charles@mcdanielsfinancial.com
Phone: 770-461-2298

Wayne D. Minich, CLU, ChFC

Wayne D. Minich, CLU, ChFC, is a 40-year MDRT member with 14 Court of the Table and five Top of the Table honors. He is president of Applied Financial Concepts, Inc., a full service financial planning firm, and Wayne D. Minich & Company, Inc. Minich and his son, David, have a practice focusing on the development of wealth accumulation, management and transfer strategies for business owners and executives through the use of fee-based financial plans.

Applied Financial Concepts Inc
PO Box 472
Richfield, OH 44286-0472 USA

Email: wayne@appliedfin.coma
Phone: 330-659-2234

David Rutger Minich, CFP, CLU

David R. Minich, CFP, CLU is vice president and chief operating officer of Applied Financial Concepts Inc., and vice president of Wayne D. Minich & Company, Inc. He has 14 years of financial services experience and is a 7 year MDRT member with 1 Court of the Table qualification. Minich and his father, Wayne, have a practice focusing on the development of wealth accumulation, management and transfer strategies for business owners and executives through the use of fee-based financial plans.

Applied Financial Concepts Inc
PO Box 472
Richfield, OH 44286-0472 USA

Email: dave@appliedfin.com
Phone: 330-659-2234

Hamilton P.B. Poynor, CLU, AEP
Hamilton P.B. Poynor, CLU, AEP, is a 15-year MDRT member with nine Court of the Table and six Top of the Table honors. He joined Reliance Financial Group in 2009 and currently serves as managing partner, serving owners and executives of private business, corporations and high-net-worth families. He is past president of the Estate Planning Council of Birmingham and a member of the Forum 400. Poynor is active with Sunrise Rotary of Birmingham and United Way of Central Alabama. He is also a board member of St. Luke’s Episcopal Church Foundation.

Reliance Fin Group
1400 Urban Ctr Dr Ste 475
Vestavia Hills, AL 35242 USA

Email: hpoynor@reliance-financial.com
Phone: 205-397-2450

(Moderator) Randy L. Scritchfield, CFP, LUTCF

Randy L. Scritchfield, CFP, LUTCF, is a 30-year MDRT member with three Court of the Table and 13 Top of the Table qualifications. He is president of Montgomery Financial Group and served as 2012 Chair of the Top of the Table Advisory Board. His extensive committee history also includes serving as a member of MDRT’s Management Council five times and as a committee chair or director nine times. He is an active member of the MDRT Foundation, a member of the Inner Circle Society and a Diamond Knight. He balances industry leadership with community involvement, most recently as immediate past chair of the BlackRock Center for the Arts.