The Community Foundation of Broward, the Jewish Community Foundation of Broward and United Way of Broward joined forces 17 years ago to hold a Joint Tax and Estate Seminar for professional advisors in Broward County. After a record–setting 2017 event, this year’s Joint Tax Seminar will provide even greater benefits and builds on a tradition of cutting-edge presentations by nationally recognized speakers, superior educational experiences, and prime networking opportunities. Do not miss this opportunity to attend South Florida’s premier Tax and Estate Planning event!

Join us this year for the 17th Annual Joint Tax and Estate Planning Seminar. 

 

2018 Joint Tax and Estate Planning Seminar

Date:
Wednesday, December 5, 2018
7:30 a.m. Breakfast
9:00 a.m. – 11:15 a.m. Program

Topic:
TBA

Speaker:
Natalie B. Choate, Esq.
Nutter McClennen & Fish LLP

About the Speaker

Continuing Education:

This seminar will apply for continuing education credits for the following disciplines: The Florida Bar (CLE), CPE(Accountacy), Certified Financial Planners (CFP®), ABA-CTFA and others. Call office for additional details – (954) 370-0041

Location

Nova Southeastern University
Rose and Alfred Miniaci Performing Arts Center
3301 College Ave, Davie, 33314

Co-Chairs

Judy B. Bonevac, Esq.
Judy Barringer Bonevac, P.A.

Adam Scott Goldberg, Esq.
Krause, Goldberg, Revis & Hervas, P.A.

Sean M. Riley, CPWA®, CFP®
UBS Private Wealth Management

Presenting Organizations