Estate & Planned Giving Conference

Tuesday, January 8th, 2019

9:00 AM – 4:00 PM

Learn more about Bnai Zion Foundation and your best options for planning for your future at our Estate & Planned Giving Conference, featuring seminars by trusts and estates attorney Leon Choate, Jr., representatives from Merrill Lynch, gastroenterologist Dr. Matthew Soff, and nursing care expert David Lieberman. Topics will include:

Charitable Planned Giving in Light of the Recent New Tax Laws, with Q&A
Planning for Illness, with Q&A
Insight into the Affluent Giving Trends in Our Country
When You Reach 120: Choosing Home Health or a Senior Living Community
What’s Wrong with My Belly?: Caring for Your Digestive Health

Leon Choate will be also be available for private consultations during the day.

A full, glatt kosher hot lunch will be served.

Your reservation also enters you into a raffle for 2 night stay at the Marriott Boca Raton! You must be present to win.



The Venue


The Polo Club

5400 Champion Blvd
Boca Raton, FL 33496
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