18th Annual Joint Tax Estate Planning Seminar

United Way of Broward County, Community Foundation of Broward and Jewish Community Foundation of the Jewish Federation of Broward County will join together for the 18th year to provide an in-depth best practices seminar to local estate and trust services professionals on Wednesday, December 4 at Nova Southeastern University.

-The Annual Joint Tax & Estate Planning Seminar is designed as a vital educational forum for attorneys, certified public accountants, investment consultants, financial advisors and business professionals throughout Broward.

-Continuing their educational transition of providing insights that help financial advisors integrate philanthropy into their clients’ estate planning, is keynote speaker Bernard A. Krooks with a program on planning for an aging population update and preparing for the unexpected.

-The seminar will begin with a networking session along with Krooks’s keynote presentation: Planning for an Aging Population Update and Preparing for the Unexpected: Designing and Drafting Estate Plans That Can Withstand the Heat! Major event sponsors include A.I.D. Wealth Management, Truist Financial, Fairway Memorial Gardens and Greenspoon Marder, LLP.

-This seminar will apply for continuing education credits for

the following disciplines: The Florida Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), ABA-CTFA and others. Call office for additional details - 954.370.0041 or visit jointtaxandestate.com.