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News & Events > Starting a Conversation: An Event for Professional Advisors

Starting a Conversation: An Event for Professional Advisors

Date: Monday, October 18
Time: 12:00 pm - 1:30 pm (EDT)
Zoom

The Jewish Community Foundation of Greater MetroWest NJ, Jewish Federations of North America and The Jewish Future Pledge present an event for Professional Advisors.

This event will explore:
• Why charitable conversations are important to your clients
• Using the Jewish Future Pledge as a philanthropic conversation starter
• Creating a meaningful philanthropic experience for your clients
• Savvy, tax efficient planning tips for charitably inclined clients

Panelists:
• Ed Beckwith, Partner, BakerHostetler
• Don Kent, Principal, Bernstein Private Wealth Management
• Mike Leven, Co-Founder, Jewish Future Pledge

Moderated by:
Anita J. Siegel, Esq. Siegel & Bergman, LLC and Professional Advisor Network Committee member, Jewish Community Foundation of Greater MetroWest NJ.

Want to see more events in Greater MetroWest?

Call JHelp (973) 929-3140 with questions.