Sydney Rubin

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…