API Lunch & Learn

February 2, 2022 @ 12:00 pm - 1:00 pm

Join us virtually for our next API Lunch & Learn of the year!

Learn how to effectively eliminate both the Income and/or Estate taxes on your client's retirement plan, leaving greater assets for wealth transfer, philanthropy, and/or retirement, with guest speaker: Marc Lowell, CLU, ChFC, The A.I.D. Group.

CE Credits for this presentation have been requested for the following disciplines: CLE (1 hour), CFP (1 hour), and CPE (1 hour).

For more information, contact Sydney Rubin at srubin@jewishbroward.org or call 954-252-6886

API is a program of the Jewish Community Foundation focused on promoting philanthropic discussions and giving from clients of professional advisors to the Jewish Community.