Change Just Ahead Wednesday July 15, 2021 5:30 PM – 6:30 PM (Virtual) President Biden's proposed tax changes can mean charitable opportunities for your planning clients. Join us on July 15 to learn more about the proposed changes, how they can help you uncover business opportunities in your client base, find unique planning opportunities, and build deeper relationships with your clients.
Brian Cohoon and Jeremy Pharr of the Nashville based estate planning firm of Thompson & Associates will present. Brian, a Franklin, IN native, began his career as a certified financial planner and has been working with the MHP Foundation since July of 2017. Jeremy is an attorney and Senior Vice President at Thompson & Associates. He assists with hundreds of estate plans nation-wide each year.
A complimentary charcuterie box will be delivered on the 15th to the location of your choosing.
To RSVP, email Angela Gill at firstname.lastname@example.org or call us at 317-421-0361