Professional Advisors Network

The Jewish Community Foundation invites estate planning, insurance, accounting, financial advising, wealth management, and allied professionals to join the network and receive invitations to events throughout the year.

What You Gain

• Expand your professional networks and develop trusted referrals.
• Enhance your knowledge in areas of estate and philanthropic planning.
• Enrich your knowledge of the Jewish community through special briefings.

Receive CLE credits programs. Additional Continuing Education Credits are available for the annual Bronstein Seminar. 

Upcoming Events

31st Annual Solomon & Sylvia Bronstein Seminar for Professionals
Wednesday, Sept. 9| 8 – 10: a.m.
Ballroom at the Ben, 834 Chestnut Street, Philadelphia
$100 registration fee 

SLATS: Ethical, Practical, and Tax Considerations with Planning for Married and Divorcing Couples
Speakers: James I. Dougherty, Esq., and Stephanie Loomis-Price, Esq.

The registration fee includes breakfast and provides continuing education credits.

Register HERE

Fall Professional Advisors Network Event 
Tuesday, Nov. 17 | 5: 30 – 7 p.m.
Fox Rothschild, 2001 Market Street, Suite 1700, Philadelphia
$36 registration fee

The program will feature a presentation on “Top Ten Charitable Mistakes Made by Donors or Their Advisors” by Richard C. Peck, CFP, CAP, CFC.

This program has been approved for 1 hour of PA Continuing Legal Education credit. The evening will include drinks and kosher food from A La Karte, under the supervision of Keystone K.

Registration details coming soon. 

Previous Events

Spring Professional Advisors Network Event 
Monday, May 18 | 5: 30 – 7: p.m.
Dechert, Cira Center, 2929 Arch Street, Philadelphia 

The program featured a panel conversation on “Multi-Generational Philanthropic Planning Top Ten Charitable Mistakes Made by Donors or Their Advisors” with Eileen Heisman, Amy Landsman, and Daphne Rowe, moderated by Amy Ufberg.

FOR MORE INFORMATION: 

For all questions about gift planning and philanthropic advisory services offered by the Jewish Community Foundation, contact Chief Planned Giving Officer Jennifer Brier, Esq., at 215.832.0528 or jbrier@jewishphilly.org.

For more information about the Professional Advisors Network, contact Senior Philanthropy Officer Sonya Aronowitz at saronowitz@jewishphilly.org or 215.832.0574.