This two-part series is designed to:

• Expand your knowledge about the impact of your clients’ gifts on the Federation and Jewish community.

• Continue learning best practices for having conversations with clients about charitable planned giving.

• Engage in open dialogue with key PAC members, with follow up and continued support from your group leader.

• Continue to grow personal and professional relationships with your cohort.

• Examine and review fact patterns together.

Group Leaders:

Jeffrey A. Baskies, Esq.

Laurence I. Blair, Esq.

Bryan Drowos CFP®, CPWA®

Thomas R. Kaplan, MBA

David Pratt, Esq.

Mark Schaum, Esq., CPA

Richard D. Steinberg, CFA

Part 1: Wednesday, January 24, 2024 – 5:30 pm

Part 2: Thursday, May 16, 2024 – 5:30 pm

The Colony Group

Tower II, 5100 Town Center Cir #150, Boca Raton, FL 33486

RSVP is required to participate in the series.

For more information, please contact Erica Gordon, Director, Foundation Development at EricaG@bocafed.org or 561.852.3114.

RSVP:

Registration for PAC Roundtable Discussion series is now closed, however, we would love for you to join us. Please contact Erica Gordon, Director, Foundation Development at EricaG@bocafed.org or 561.852.3114. Thank you