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Boca Raton, FL 33428

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PAC Roundtable Discussion Series Part 2

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Open to all current and eligible PAC members and professionals.

PAC consists of trust & estate attorneys, CPAs, financial planners & wealth advisors, and insurance professionals who work with their clients to make planned gifts to the Jewish community.

This two-part series is designed to:

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

• Learn tips for having conversations about charitable planned giving.

• Build personal relationships with other professionals in breakout groups.

• Get continuing philanthropic education.

• Gain expertise and estate planning techniques for charitable giving.

Panelists and Group Leaders:

Jeffrey A. Baskies, Esq.,

PAC Education Committee Chair

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: Monday, December 12, 2022 5:30 pm

Part 2: Monday, May 22, 2023 5:30 pm

The Colony Group

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

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

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