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South Florida Professional Advisors Collaborative

October 15 @ 8:30 am - 9:30 am

Free

South Florida Professional Advisors Collaborative

October 15 @ 8:30 am - 9:30 am

Inaugural Seminar

 Topic:

 “Potential Changes in the Political Landscape and the Impact on Your Clients’ Planning”

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

 

The South Florida Professional Advisors Collaborative (a partnership of the Jewish Federation of Broward County, the Greater Miami Jewish Federation, the Jewish Federation of Palm Beach County and the Jewish Federation of South Palm Beach County) is hosting a webinar for professional advisors to explore impacts of recent legislation on gift planning, discuss potential ramifications for the charitable sector of the pending election, and share best practices in advising clients in times of uncertainty.

This event will give professional advisors critical tools and talking points to help them counsel their clients on navigating an uncertain environment and identifying opportunities stemming from recent legislative changes plus a look at potential impacts of the upcoming election.

 

Confirmed panelists include:

Steve Woolf, Senior Tax Policy Advisor, Jewish Federations of North America

Don Kent, Principal, Bernstein Private Wealth Management

Dirk Bird, Associate Vice President, Planned-Giving, Jewish Federations of North America

 

Register here: https://zoom.us/meeting/register/tJUlcOyqpzojE91LxeTnzuypPbE1asyfPRVZ

Event Organizer:

Jonathan Zucker

(954) 660-2082
jzucker@jewishbroward.org

Location:

Virtual Zoom

Event Cost:

Free

Details

Date:
October 15
Time:
8:30 am - 9:30 am
Cost:
Free
Event Categories:
,
Website:
https://zoom.us/webinar/register/WN_TS18INCBRGWhXAMqRXCW8Q

Venue

Virtual Zoom

Organizer

Jonathan Zucker
Phone:
(954) 660-2082
Email:
jzucker@jewishbroward.org