PROFESSIONAL ADVISOR NETWORK PRESENTS A SERIES ON
INTERGENERATIONAL PLANNING

For more information, contact Yaffa Karp, Senior Development Officer at (973) 929-2982

JCF CAN PROVIDE YOU WITH…

  • customized philanthropic solutions that meet your clients’ needs
  • alternatives to a private foundation
  • customized presentations for your firm
  • charitable giving projections
  • nonprofit research for clients
  • charitable resource guides and materials
  • consultation in client or family meetings
  • the option to suggest a personal investment manager for funds of $1 million+

Advisory Council for the JCF Professional Advisor Network

 

Jenny Yudanin, Advisory Chair, Orloff Lowenbach Stifelman & Siegel
Jerome Deener, Co-Chair Emeritus, Fox Rothschild
Floyd Shapiro, Co-Chair Emeritus, Orloff Lowenbach Stifelman & Siegel
Gary Botwinick, Einhorn Harris
Larry Chodor, Wiss
Steven Fishman, Norwood Financial Group
Benjamin Lehrhoff, Bernstein
Mark Lewis, JP Morgan
Jean Mandell, Stephanie Sherman Associates
Harris Nydick, CFS Advisory Services
Don Rosenthal, UBS
Lina Rubin, UBS
Brian Saltzman, Morgan Stanley Wealth Management
Paul Schechner, Barclays
Michael Schechner, Schechner Lifson Corporation
Jonathan Schwartz, Sherman Wells Sylvester & Stamelman LLP
Anita Siegel, Siegel & Bergman, LLC

Intergenerational Planning Three-Part Seminar

  • Build stronger relationships with your clients through directed conversations about their philanthropic goals
  • Develop techniques and tools to retain your clients’ next generation family
  • Earn CPE/CLE credits, 1 per class
  • Gain hands-on experience
  • Assemble a set of comprehensive materials on how to lead charitable conversations
  • Network with other charitably minded advisors
  • Receive online recognition as a graduate of the Intergenerational Planning Seminar by attending all three classes
  • Maintain online recognition by attending one JCF event per year. The fee will be waived for the first JCF event you attend after completion of the seminar

  
  

Facilitated by Sharna Goldseker, 21/64
Introduction by JCF Board of Trustees members Jerome Deener of Fox Rothschild and Anita Siegel of Siegel & Bergman
Date: November 1, 2018, 8:30 – 10 a.m.
Venue: Lowenstein Sandler, Roseland, NJ

Facilitated by Danielle Oristian York, 21/64
Introduction by Bruce Mantell of Mantell & Prince
Date: December 4, 2018, 8:30 – 10 a.m.
Venue: Wiss & Company, Livingston, NJ

Facilitated by Sharna Goldseker, 21/64
Introduction by JCF Investment Committee Chair Peter Langerman of Franklin Mutual Advisors
Date: January 8, 2019, 8:30 – 10 a.m.
Venue: Cohn Reznick, Roseland, NJ