Planning for Care in the New Normal with Dr. Marc Agronin
|When:||June 1, 2022 12:00 PM to 1:00 PM|
|Contact:||Katherine Steinvortz at [email protected]|
|Summary:||Marc E. Agronin will speak on how to deal with estate planning and financial decisions for an aging population.|
The Professional Advisor Council (PAC) is a program of the Foundation established to help educate the community of financial professionals about planned giving opportunities for their clients. PAC engages professionals in the fields of Estate Planning, Accounting, Insurance and other Financial and Wealth Planning areas to support Federation’s mission by promoting philanthropy and legacy giving.
Through our Certified Legacy Advisor (CLA) program professionals can learn about the various endo.wment vehicles utilized by the Foundation, as well as earn educational credits for attending the programs. CLA professionals are listed on our website as a resource for donors when they are ready or considering a legacy gift once the program is completed.
Please register at link below:
To register for this event, please click here.
- Register Now
- 2022-06-01 12:00:00 2022-06-01 13:00:00 America/New_York Planning for Care in the New Normal with Dr. Marc Agronin Marc E. Agronin will speak on how to deal with estate planning and financial decisions for an aging population. (http://jewishmiami.org/events/planning_for_care_in_the_new_normal_with_dr_marc_agronin) VirtualPlease refer to event page Katherine Steinvortz [email protected]
- Search for More Events
- Add New Event