• October 6, 2020


MPI’s Mark Lingerfield and Todd Povlich will be co-presenting with RoundTable Wealth Management’s Michael Fischer on October 13, 2020 at 3:00 p.m. Eastern Time.

The 2020 election, potential tax changes in the event of an administration change, and other world events affecting asset values have coincided to create a unique estate planning opportunity for high net worth families. This webinar will focus on the current environment and strategies to implement to benefit business owners and other high net worth families.

Topics include:

  • Current Estate & Income Tax Climate
  • VP Biden’s Potential Policy Changes
  • Current Wealth Transfer Opportunity
  • COVID Impact on Valuations
  • Valuation Case Studies

To register for this event, please go to the registration link below.



For more information on MPI, please go to www.mpival.com.