Recently, Jennie Menzie, Cumberland Trust’s President, COO and Corporate Counsel joined host Phil Buchanan on Cannon Financial Institute’s Cannon Curve podcast. The pair discussed the estate planning process for families and individuals, and the importance of legacy planning that grows and evolves based on you or your family’s unique circumstances.
Listen to the Cannon Curve podcast episode 75 here.
The Cannon Curve Episode 75: Jennie Menzie
In this month’s episode of the Cannon Curve, Phil is joined by Jennie Menzie. She serves as the President, Chief Operating Officer, and Corporate Counsel of Cumberland Trust Company in Nashville, Tennessee. She holds a B.S. in Business Administration from Auburn University, received her J.D. from Vanderbilt School of Law, is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning, and serves on the Board of Directors of The Association of Trust Organizations.
Phil and Jennie discuss a path forward to simplifying and improving estate planning utilization. Estate planning is more than a piece of paper; listen to hear Jennie’s perspectives and processes about estate planning.
Learn more by visiting cannonfinancial.com.