May 25, 2022

Professional Advisors Council to Present Session for Certified Legacy Advisors

Dr. Marc E. Agronin will discuss “Planning for Care in the New Normal: How to Address Estate Planning and Financial Decisions With an Aging Population” at the upcoming session for Certified Legacy Advisors (CLA) presented by Federation’s Professional Advisors Council (PAC) on Wednesday, June 1 via Zoom. Dr. Agronin, Senior Vice President, Behavioral Health, and Chief Medical Officer for MIND Institute at Miami Jewish Health, is a leading expert in Alzheimer's disease and geriatric mental health issues. PAC engages professional advisors to educate them about planned giving opportunities for their clients through Federation. After attendance of at least three programs in the PAC series, CLA professionals are recommended for certification and are listed on Federation’s website as a resource for donors to seek professional guidance in formalizing their legacy commitments. Click here to learn more and to RSVP.