Event RSVP


Dear Planning Professional:

Join your peers from the multi-disciplined world of estate, tax, financial, insurance and transactional planning as a member of the Jewish Federation of Palm Beach County’s Professional Legacy Advisors Network (PLAN) for the 2013-2014 year.

There are two ways to join the Planned Giving & Endowments' (PG&E) PLAN for the 2013-2014 year.

  • A minimum $750 gift to the Jewish Federation of Palm Beach County’s 2014 Annual Campaign;
  • If you have been in your line of work for less than 10 years, a minimum $365 gift to the Jewish Federation of Palm Beach County’s 2014 Annual Campaign (please select below).

As a member, take advantage of exciting programs, including “members only” functions and missions (local, national and global); networking opportunities; receive public recognition of your membership in printed materials and Charitable Planning support materials and information; and/or participate in a mentoring program, pairing you with a fellow professional from a different practice specialty.

Please consider becoming one of our Partners in Philanthropy (PIP) event sponsors.

You and/or your firm’s name will appear in advertising and promotional materials for PLAN events throughout the 2013-2014 season.

  • Bronze — $5,000+
  • Pewter — $2,500-$4,999
  • Copper — $1,000-$2,499
  • Benefactor — $500-$999

There are a wealth of events for members scheduled throughout the year. Mark your calendars for the following dates:

Estate Planning Roundtable
Thursday, November 21, 2013
7:45 a.m.
Location: TBD

Space is limited; call 561-242-6604

Estate Planning Roundtables
Wednesday, February 12, 2014
Wednesday, April 30, 2014

(Times, topics and/or venues to be determined.)

Downloadable links

For more information regarding PLAN, call 561-242-6604 or email.

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The Jewish Federation of
Palm Beach County

4601 Community Drive
West Palm Beach, FL 33417-2760
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