South Florida Professional Advisors Collaborative Announces Inaugural Seminar
The South Florida Professional Advisors Collaborative — a partnership of the Greater Miami Jewish Federation, the Jewish Federation of Broward County, the, the Jewish Federation of Palm Beach County and the Jewish Federation of South Palm Beach County— is hosting an inaugural one-hour webinar for professional advisors on October 15 at 8:30 a.m. on the topic of Potential Changes in the Political Landscape and the Impact on Your Clients’ Planning.
Panelists Steve Woolf and Dirk Bird of The Jewish Federations of North America and Don Kent of Bernstein Private Wealth Management will explore impacts of recent legislation on gift planning, discuss potential ramifications for the charitable sector of the upcoming US Presidential election and share best practices in advising clients in times of uncertainty.
“We are excited to be offering this program and look forward to continuing to educate our professional advisors about the latest trends in charitable gift planning and the services offered by The Foundation to them and their clients,” said Susan Morrison, Chair of Miami’s Professional Advisors Council.
For more information or to register, please click here.
For more than 50 years, The Foundation of the Greater Miami Jewish Federation has been a trusted philanthropic partner in the Jewish community with a proven track record of working effectively with professional advisors and their clients. Click here for more information.
