Please join us for the 29th Annual Bronstein Seminar.
Featuring:
“Top 20 – or So – Insurance Planning Mistakes and How to Avoid Them”
Lawrence Brody, Esq.
The Presentation of Edward N. Polisher Award to
Mitchell E. Benson, CPA, MT, CFF
Advance registration is required. Register by Tuesday, September 3.
EVENT DETAILS
Cost:
$85 per person (includes seminar, materials and breakfast)
Date & Location:
Friday, September 6
Hilton Philadelphia City Ave
4200 City Ave, Philadelphia, PA 19131
Schedule:
- 8:00 a.m. Registration and Dairy Breakfast (Kosher items available)
- 8:30 a.m. – 10:00 a.m. Seminar
OUR SPECIAL GUESTS
Lawrence Brody, Esq.
Featured Speaker
Lawrence Brody is Senior Counsel at Harrison LLP’s St. Louis office. He is also a visiting adjunct professor at the University of Miami Law School, where he teaches a course on life insurance. He previously retired as an adjunct professor at Washington University School of Law after 50 years. Brody has written numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series.
Mitchell E. Benson, CPA, MT, CFF
Edward N. Polisher Award Recipient
Mitchell E. Benson is a partner in the accounting and consulting firm of Savran Benson LLP. Benson specializes in income taxation of individuals and partnerships, with a focus on real estate, higher net worth families, and their estate and tax planning. He serves on the board of Big Brothers Big Sisters and locally with Boys Town Jerusalem. An Israel Bonds honoree and past president of Temple Beth Hillel-Beth El, Benson also serves on the Jewish Federation’s Committee for Social Responsibility and Endowments Committee. Benson is a regular volunteer at the Jewish Federation’s Mitzvah Food Program.
ADDITIONAL INFORMATION
- Registration closes on Tuesday, September 3. Walk ins will not be accepted.
- There is complimentary valet parking available.
- By attending this event, you agree to the Jewish Federation of Greater Philadelphia’s Terms and Conditions.
- 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 further information, contact Joey Cahn at jcahn@jewishphilly.org or 215.832.0533.
OUR SPONSORS
The Jewish Federation 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
Larry Chane
Karen Schechter Dayno
J. Richard Greenstein
Kim Heyman
Scott Isdaner
Michael Kirsh
Howard Silverman
Douglas Simon
Rebecca Rosenberger Smolen
JEWISH FEDERATION LEADERSHIP
Michael Markman
Board Chair
Mark Fishman
Endowments, Chair
Karen Kramer
Endowments, Vice Chair
Michael Balaban
President & CEO
Sarah B. Solomon
Chief Development Officer
Jennifer Brier
Director of Planned Giving and Endowments
Sonya Aronowitz
Endowment Officer