17th Annual Joint Tax and Estate Planning Seminar

17th Annual Joint Tax and Estate Planning Seminar


Wednesday, December 5, 2018    
9:00 am


Rose and Alfred Miniaci Performing Arts Center
3100 Ray Ferrero Jr Blvd, Davie, Florida, 33014

Event Type

United Way of Broward County, Community Foundation of Broward, and Jewish Community Foundation of the Jewish Federation of Broward County will join together for the 17th year to provide an in-depth best practices seminar to local estate and trust services professionals at Nova Southeastern University. The Annual Joint Tax and Estate Planning Seminar takes place on Wednesday, Dec. 5, 2018 and is designed as a vital educational forum for attorneys, certified public accountants, investment consultants, financial advisors and business professionals throughout Broward County.

Continuing their educational tradition of providing insights that help financial advisors integrate philanthropy into their clients’ estate planning, is keynote speaker Natalie B Choate with a program on conscientious investment actions leading into and following retirement.
Natalie B. Choate practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice specializes in consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

With more than 350 legal and financial professionals expected to attend, the seminar will begin with a networking session along with Choate’s keynote presentation: Working “9 to 5”, but Hopefully Not Forever – 201 Best and Worst Retirement Ideas. Following the lecture, event sponsors will be treated to a private luncheon where Choate will provide additional methods and knowledge for lawyers, CPAs, and financial advisors to help their clients achieve their philanthropic goals with the greatest impact and care. Major event sponsors include
A.I.D. Wealth Management, BB&T, Responsive Home Care and Greenspoon Marder, LLP.

This seminar will apply for continuing education credits for the following disciplines: The Florida Bar (CLE), CPE(Accountancy), Certified Financial Planners (CFP®), ABA-CTFA and others. Call office for additional details – 954.370.0041

LOCATION: Nova Southeastern University
Rose and Alfred Miniaci Performing Arts Center
3100 Ray Ferrero Jr Blvd, Davie, FL 33314

For more information, visit jointtaxandestate.com

About Community Foundation of Broward
Community Foundation of Broward was founded in 1984 to fulfill a vision that people in the community could transform lives by means of thoughtful philanthropic actions. Through leadership on community solutions, they have helped countless individuals, families, and corporations establish personalized charitable funds to deliver impactful change in the places they care about most. With 450 charitable Funds representing $180 million in assets, they have distributed $96 million to create positive change throughout Broward County for over 30 years. For Good. For Ever. For information, visit cfbroward.org or call 954.761.9503.

About Jewish Community Foundation of Broward County
The Jewish Community Foundation maintains a legacy of smart philanthropic strategies that lead to maximum impact on life-sustaining programs crucial to Broward County. Governed by a Board of Trustees chosen from the most committed leadership, JCF creatively fulfills the charitable objectives of families in the community, while planning estate and legacy for future generations. Their detailed investing plans continue to spread the generosity of so many to benefit those who need it most. To set up your or your client’s Jewish legacy, please visit us at jewishbroward.org.

About United Way of Broward County
United Way of Broward County is a volunteer driven, community-based, nonprofit organization servicing Broward County for more than 75 years. United Way of Broward County fights for the health, education and financial stability of every person in the community. United Way of Broward County is the catalyst for change and centerpiece of partnerships that unite the hearts, minds, and resources within the Broward community. For more information, visit www.UnitedWayBroward.org.