Speaking Engagements

Greater North Shore Estate & Financial Planning Council

March 18, 2020 – Skokie, IL

Todd G. Povlich and Tadd A. Lindsay will be presenting and speaking on the topic of “Discounts Utilized in Wealth Transfer Planning” at the upcoming member meeting of the Greater North Shore Estate & Financial Planning Council in the Chicago area on March 18th


Recent Blog Posts

Sechter Receives Standing Ovation Award from AICPA

MPI’s Joshua Sechter was recently honored by the American Institute of CPAs as one of their Standing Ovation Recipients at their 2019 AICPA Forensic and Valuation Services Conference…

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Preferred Stock Update: June 2019

By John L. Varga, III, ASA, | September 18, 2019

Preferred stock continues to trade at yields below historical averages. Despite increases in benchmark rates by the Federal Reserve, on the whole, we continue to be in a low interest…

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MPI Welcomes William Murray as Managing Director

By Daniel M. Kerrigan, CFA, ASA, | June 20, 2019

Management Planning, Inc. ("MPI") is pleased to announce that Bill Murray CPA/ABV/CFF, ASA has joined MPI as a Managing Director based in Fairfield County, Connecticut.

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Events

Wisconsin Chapter of American Academy of Matrimonial Lawyers Conference

February 28-February 28, 2020 – Pfister Hotel, Milwaukee, WI

Attendees:

Tadd Lindsay

American College of Trust & Estate Counsel Annual Meeting

March 4-March 8, 2020 – Boca Raton Resort & Club Boca Raton, Florida

Attendees:

Roy Meyers 

Greater North Shore Estate & Financial Planning Council Meeting

March 18-March 18, 2020 – Skokie, IL

Attendees:

Tadd Lindsay Todd Povlich