Join the Philanthropic Conversation
The Professional Legacy Advisors Network (PLAN [formerly the Professional Advisory Committee]) of the Jewish Federation of Palm Beach County, and Jones, Foster, Johnston & Stubbs, PA invite you to a meeting of our Estate Planning Roundtable.
The Philanthropic Conversation & The Client Planning Opportunities it Will Uncover
Date: August 23, 2012
Time: 7:45-9:30 a.m.
Place: Jones, Foster, Johnston & Stubbs, PA , 550 South Flagler Drive, 4th floor, West Palm Beach
Leonard Adler, Esq., Bessemer Trust
Richard M. Flah, CLU, Flah & Company
Martin V. Katz, Esq., Katz & Doorakian Law Firm, P.L.
A continental breakfast will be served.
Application has been made for continuing education credits.
We invite you to share this invitation with colleagures who may be interested in this topic.
Call 561-242-6604 or email Wendy.Weiss@JewishPalmBeach.org by RSVP by August 17, 2012.
We gratefully acknowledge the generosity of Jones, Foster, Johnston & Stubbs, PA for their event sponsorship, as well as the following supporters, our Partners in Philanthropy, whose generous contributions helped sponsor Planned Giving & Endowments events last season: Alpern Rosenthal; Comiter, Singer, Baseman & Braun, LLP; Credit Suisse; Alan P. Fabricant -- MetLife; Flah& Company; Lesser, Lesser, Landy & Smith, LLC; PNC; Proskauer, LLP; Monte Resnick -- J.P. Morgan; Wells Fargo Private Bank; and WTAS, LLC.