The Community Foundation of Broward, the Jewish Community Foundation of Broward and United Way of Broward joined forces 16 years ago to hold a Joint Tax and Estate Seminar for professional advisors in Broward County. After a record–setting 2016 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 16th Annual Joint Tax and Estate Planning Seminar. 

 

2017 Joint Tax and Estate Planning Seminar



2017-10-26 7:30:00
2017-10-26 11:15:00
America/New_York
Joint Tax and Estate Seminar
16th Annual Seminar
Nova Southeastern University, Rose and Alfred Miniaci Performing Arts Center



Date:
Thursday, October 26, 2017
7:30 a.m. Breakfast
9:00 a.m. – 11:15 a.m. Program

Topic:
Pressing the Do-Over Button:
Strategies for Modifying Wills & Trusts in a Changing Environment

Speaker:
Joshua S. Rubenstein, J.D.
Katten Muchin Rosenman LLP

About the Speaker

Continuing Education will be applied for the following disciplines:

ATTORNEYS

Certified Financial Planners™

CPE (Accountancy)

Institute of Certified Bankers

 

Location

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

Co-Chairs

Joseph Eppy
The Eppy Group

Denise A. Lettau
Wells Fargo Private Bank

William A. Snyder, J.D., LL.M.
Snyder & Snyder, P.A.

Presenting Charity Organizations