INTRODUCING PHILANTHROPY IN CLIENT CONVERSATIONS

Join the Professional Advisory Committee (PAC) for a One-Hour Educational Lunch.

Expand your knowledge of charitable planning and strengthen your ability to guide clients in meaningful philanthropic conversations.

During this session, you will:

• Enhance your skills for leading impactful conversations about legacy and charitable giving

• Walk away with real-world approaches you can use immediately with clients

• Help clients create lasting impact while deepening your advisory relationships

PANELISTS:

Elise Gross, Esq.

Marjorie A. Horwin, CPA

William C. Miller, CFP®

MODERATOR:

Joshua Goldglantz, Esq.

Wednesday, May 6, 2026 | 12:00 – 1:00 pm

Complimentary lunch provided. Dietary Laws Observed.

Focus Partners Wealth
5100 Town Center Circle, Tower Two, Suite 150, Boca Raton

RSVP is required to attend. RSVP by Friday, May 1, 2026.

ℹ︎ Jill Diodato | Director of Foundation Giving 561.852.3114 | JillD@jewishboca.org

RSVP:

Event Registration is now closed.