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Appraising digital assets and other estate planning matters with MPI Valuation Services
Manage episode 414157224 series 2289896
Through its 85 years of business, Management Planning Incorporated has witnessed many changes in the estate planning world, but they've also seen how core values of client service have remained consistent.
Catch up with all that's new in valuation, delivering service, and staying ahead of the curve with Tadd Lindsay, Managing Director of MPI's client relationships and business development in the Midwest.
MPI is a Gold Sponsor for the Estate Planning Short Course 2024 -- May 16 and 17 in Chicago and June 6 and 7 in Champaign.
Music: Fearless First Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/.
59 episodes
Manage episode 414157224 series 2289896
Through its 85 years of business, Management Planning Incorporated has witnessed many changes in the estate planning world, but they've also seen how core values of client service have remained consistent.
Catch up with all that's new in valuation, delivering service, and staying ahead of the curve with Tadd Lindsay, Managing Director of MPI's client relationships and business development in the Midwest.
MPI is a Gold Sponsor for the Estate Planning Short Course 2024 -- May 16 and 17 in Chicago and June 6 and 7 in Champaign.
Music: Fearless First Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/.
59 episodes
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