Date(s) - Wednesday, October 28, 2020
11:30 am - 2:00 pm
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 19th year to provide an in-depth best practices virtual seminar to local estate and trust services professionals on Wednesday, October 28, 2020.
The Annual Joint Tax & Estate Planning Seminar 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 transition of providing insights that help financial advisors integrate philanthropy into their clients’ estate planning, is keynote speaker: Lauren J. Wolven, J.D. with Levenfeld Pearlstein, LLC. Lauren Wolven is a partner in the Trusts & Estates Group.
Registration and additional information available HERE.