The Professional Advisory Committee following the successful October 20th seminar. Front row standing from left Ilona Friedman, Christian Kelso, Todd Healy, Jayne Grimes, Chairwoman of the board Lisa Newman, Kathy Boyett, Shawna Brown, Ken Robinowitz, Ira Nevelow Standing in back from left Corey Metz, Sandy Kaufman, Committee Chairman Seth Margolies, Allan Peiser, Kristen Brown, Kevin Margolis
Thank you for joining us. We would like to thank Dana J. Holt, JD, RICP, AEP® CAP® for a wonderful presentation. With 130+ attendees in person and close to 80 virtually the 26th Annual Professional Advisors Seminar met its goal. Educating professional advisors from all over the metroplex and as far away as Waco! Now that you have learned so many valuable tools, please consider partnering with us to help fulfill your clients charitable plans.
Thank You to the Sponsors of the 2021 Professional Advisors Seminar
Stanford M. Kaufman & Associates