• About
  • Join
  • Events
  • Resources
+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
Clay Gillespie, CFP, CLUElli Schochet, CFP
Clay Gillespie, CFP, CLU
Elli Schochet, CFP
in Top of the Table Annual MeetingOct 22, 2022

Executing a successful succession

Preparing for buying, selling or an unexpected transfer of your practice can be difficult, frustrating and time-consuming. In this session, Gillespie and Schochet go through what they have learned over the years when dealing with succession planning — both planned and unplanned.
Business planning and continuity
‌

Author(s):

Clay Gillespie, CFP, CLU

Clay Gillespie, CFP, CLU

Second Vice President

Elli Schochet, CFP