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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Florida Bar RPPTL Wills Trusts and Estates Certification Review

April 17-April 17, 2020 – Hyatt Orlando Airport, Orlando , Florida


Roy Meyers


April 23-April 24, 2020 – Overland Park Convention Center 6000 College Blvd. Overland Park, KS 66211 United States


Tadd Lindsay

Ohio ACTEC Fellows Annual Conference

April 24-April 26, 2020 – Hilton Cleveland Downtown, Cleveland, OH


Tadd Lindsay

Florida Bar|Florida Tax Lawyers Section

May 7-May 9, 2020 – Atlantis Paradise Island, Bahamas

Attendees: Roy Meyers

RPPTL Convention Seminar

May 28-May 29, 2020 – Loews Sapphire Falls, Orlando

Attendees: Roy Meyers