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Eddie Thompson, Ed. D. , FCEP | Thompson Associates As CEO of Thompson Associates, Eddie provides leadership and direction to around 30 seasoned charitable estate planners with an inspiring sense of generosity, integrity and passion for helping others
Thompson Associates | Values-based Estate Planning Thompson Associates is such a powerful resource I am thrilled for the chance to work with them and bring to our lovely supporters such a truly valuable service
About - Thompson Associates Since the humble beginning in 1996, Thompson Associates remains true to the initial mission of providing the highest quality estate planning services to nonprofit organizations and their supporters
Johni Hays, J. D. , FCEP | Thompson Associates She and a group of Thompson Associates colleagues formed the Institute in 2012, as a means for estate planning professionals from across the country to gather annually to discuss advanced topics specifically geared towards estate planning
Family - Thompson Associates Our partnership with Thompson Associates provides a layer of confidentiality for our supporters which allows for a more open and honest conversation throughout the process resulting in the best estate plan possible for the supporter
Services - Thompson Associates The Thompson Associates independent, confidential planning process clarifies values and reduces uncertainty, freeing individuals to make a lasting impact on their family, community and the world
Ron Smith, FCEP | Thompson Associates He champions Thompson Associates’ values-based approach – one that places individuals’ personal and family goals first and leads to a significant and meaningful legacy expressed through their estate plan
Bob Hoffman, CSPG, CFRE, FCEP | Thompson Associates At Thompson Associates, he has helped hundreds of families discover peace and purpose in the way they will one day leave their assets to family members and charitable organizations; keeping in mind that in his role as their trusted advisor he is there to listen, educate, inform and inspire
Jeremy Pharr, J. D. , FCEP | Thompson Associates At Thompson Associates, Jeremy excels in relating complex legal and tax issues in a way that is clear to individuals so they can make informed decisions about their estate and legacy planning goals