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Professional Advisors Council to Present Program for Certified Legacy Advisors

Dr. Marc E. Agronin, Senior Vice President, Behavioral Health, and Chief Medical Offer for MIND Institute at Miami Jewish Health, will be the keynote speaker at the second session of a series for Certified Legal Advisors (CLA) presented by Federation’s Professional Advisors Council (PAC) on Wednesday, June 1 at noon.

During the online session, available via Zoom, Agronin will discuss “Planning for Care in the New Normal: How to Understand Age-Related Changes in Cognition and Decision-Making When Working With Your Clients.”

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 about the speaker.

Click here to RSVP. A Zoom link will be provided upon registration.

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