Bridgeford Trust Company is looking forward to sponsoring the upcoming 20th Annual Joint Tax & Estate Planning Seminar hosted by The Community Foundation of Broward, the Jewish Community Foundation of Broward, and United Way of Broward County. These three organizations joined forces 20 years ago to hold this seminar for professional advisors in Broward County.
This year’s seminar, taking place on the morning of December 8 at Nova Southeastern University in Fort Lauderdale, builds on their tradition of cutting-edge presentations by nationally recognized speakers, superior educational experiences, and networking opportunities. Featured guest speaker, Sam Donaldson, JD, LL.M – Professor of Law at Georgia State University in Atlanta – will offer attendees an explanation of the impact of recent changes to the federal income and transfer tax laws to their clients’ estate plans as well as devise income tax and estate planning strategies suited to the current climate that can withstand pending changes to the tax laws.
Registration and a networking breakfast will begin at 7:30am and the presentation will follow from 9:00-11:00am. Then join us for a meet and mingle with sponsors after the seminar concludes. If you are attending, be sure to look for David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – who will be attending as well!
If you aren’t registered yet, but would like to attend (in person or virtually), we do have a limited number of complimentary registrations for friends of Bridgeford. If you’re interested, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com.
You can learn more about the event by clicking here.
