Planning for what matters: Strategies beyond your will – Oct. 9, 2026

Attend to learn practical, accessible guidance on creating or updating an estate plan, protecting your loved ones, understanding tax implications, and building your legacy.

This casual educational event will be a conversation with estate planning attorney Harlan Dodson, CPA Jeff Bridges, and financial planner and wealth advisor Buck Patton, followed by a Q&A moderated by Rita Mitchell, Executive Strategy Advisor & Senior Banking Officer at Studio Bank.

Breakfast will be served. Free, convenient parking.

DATE: Friday, Oct. 9
TIME: 9:00 – 10:30 am (Refreshments at 8:45)
PLACE: Community Foundation of Middle Tennessee, 3512 Belmont Boulevard, Nashville, 37215

RSVP to Tricia Drake at [email protected] or 615.500.4520.

Rita Mitchell

Executive Strategy Advisor & Senior Banking Officer, Studio Bank

In addition to her senior leadership role at Studio Bank, Ms. Mitchell currently serves on the bank’s Founders Advisory Board and is an active civic volunteer. She has served as Board Chair of the YWCA of Nashville and Middle TN, as well as The Women’s Fund. She is also past Chair of CABLE’s Athena Award and served as Co-Chair of the State of The Woman Conference.  In addition to a 40+ year career in banking, Rita is a best-selling author, TEDx speaker, and award-winning leader.

Harlan Dodson

Mr. Dodson is a member of the firm of Dodson Parker Behm & Capparella, P.C. A graduate of Duke University and Vanderbilt Law School, he has practiced law in Nashville since 1969. He has over 50 years of experience in helping people and businesses solve problems and plan for the future. He is a frequent lecturer and writer on legal topics including limited liability companies, wills, trusts, and estate planning.

Jeff Bridges, CPA

Jeff Bridges is a Partner Emeritus with CRI Advisors and has worked in public accounting since 1977. He specializes in tax and business planning for high-net-worth business owners and leads CRI’s estate and gift tax practice in Nashville. He is also a member of CRI’s Estate and Gift Champions group and serves as a key technical resource for Nashville partners and staff on tax compliance and planning matters. Jeff serves on the board of the Estate Planning Council of Middle Tennessee.

Buck Patton, CFP®, CPWA®

Buck Patton serves as Senior Vice President, Wealth Advisor for Truxton Wealth, where he works with individual clients, families, non-profit boards, and partnerships. His responsibilities include overseeing clients’ investment and withdrawal strategies, trust and estate administration, tax, estate, and retirement planning, and coordinating efforts with other professional advisors both within and outside Truxton. Buck joined Truxton in 2018 as a Portfolio Analyst and has also held positions as a Financial Advisor and Associate Wealth Advisor. Mr Buck is an active member of the Financial Planning Association of Middle Tennessee and the Middle Tennessee Estate Planning Council.