Join the Jewish Community Foundation of Greater Philadelphia for the 30th Annual Solomon and Sylvia Bronstein Seminar for Professionals. We are excited to welcome guest speaker Turney P. Berry, Esquire, who will present “Planning for the Middle Rich Who Need Our Help.”
Each year, this seminar brings together attorneys, accountants, trust officers, financial advisors, insurance professionals, and others in the estate planning industry. Participants gain insights from leading voices in the field, network with peers and learn the impact of our work in the community.
Advance registration is required. Register by Tuesday, September 2.
Couvert: $95
(Includes seminar, materials and breakfast)
Continuing Education credits are available.
EVENT DETAILS
Cost:
$85 per person (includes seminar, materials and breakfast)
Date & Location:
Thursday, Sept. 4, 2025
The Lucy by Cescaphe
231 S. Broad Street, Philadelphia
Schedule:
- 8 a.m. Registration and Dairy Breakfast (Kosher items available)
- 8:30 a.m. – 10:00 a.m. Program
Advance registration is required. Register by Tuesday, Sept. 2.
Couvert: $95
(Includes seminar, materials and breakfast)
Continuing Education credits are available.
KEYNOTE SPEAKER: TURNEY P. BERRY, ESQUIRE
Planning for the Middle Rich Who Need our Help
Turney P. Berry is a nationally recognized leader in the areas of estate and business planning, estate and trust administration, charitable giving, and tax-exempt organizations. He is the leader of the trusts, estates and personal planning service team at Wyatt, Tarrant and Combs, LLP in Louisville, KY. Berry is also a frequent writer and lecturer.
EDWARD N. POLISHER AWARD RECIPIENT:
AMY S. UFBERG, ESQUIRE
Amy S. Ufberg, chair of the private client group at Dechert LLP, focuses her practice on estate planning, charitable planning, and estate and trust administration. She has particular experience with succession planning for individuals with interests in closely held businesses. Ufberg has been recognized by The Best Lawyers in America and is a Fellow of the American College of Trust and Estate Counsel (ACTEC).
ADDITIONAL INFORMATION
- Registration closes on Tuesday, September 2. Walk ins will not be accepted.
- Self-paid parking is available.
- Continuing Education credits: 1 CLE for Pennsylvania attorneys; 1 CE credit for Pennsylvania CPAs; 1.5 CFP credits, and 1 hour of Pennsylvania Insurance Department continuing education credit.
- For security purposes, advance registration is required.
- Government IDs are subject to verification and bags are subject to search.
- By attending this event, you agree to the Jewish Federation of Greater Philadelphia’s Terms and Conditions.
- For event related questions, contact Joey Cahn at events@jewishphilly.org or 215.832.0533.
OUR SPONSORS
The Jewish Community Foundation of Greater Philadelphia gratefully acknowledges the following sponsors whose generous contributions have helped to underwrite the cost of this seminar:
BRONSTEIN SEMINAR PLANNING COMMITTEE
Amy Ufberg, Chair
Mark Blaskey
Lawrence Chane
Karen Schechter Dayno
Melissa Grossman
Kim Heyman
Scott Isdaner
Michael Kirsh
Matthew Levitsky
Howard Silverman
Douglas Simon
Rebecca Rosenberger Smolen
JEWISH FEDERATION LEADERSHIP
Mark Fishman
Jewish Community Foundation Co-Chair
Karen Kramer
Jewish Community Foundation Co-Chair
Michael Markman
Board Chair
Michael Balaban
President & CEO
Jennifer Brier
Chief Planned Giving Officer
Sonya Aronowitz
Philanthropy Officer