Please join us for an evening of networking and learning featuring a panel discussion on the subject of Multi-Generational Philanthropic Planning, with Eileen Heisman, Amy Holdsman and Daphne Rowe.
This program has been approved for 1 hour of PA Continuing Legal Education credit.
Space is limited. Please register by Thursday, May 14.
EVENT DETAILS
Date & Time:
Monday, May 18
5:30 – 7 p.m.
5:30 – 6 p.m: Sign-in, networking, drinks and hors d’oeuvres
6 – 7 p.m: Program
Location:
Dechert
Cira Centre
2929 Arch Street, 21st Floor
Philadelphia, PA 19104
MEET OUR PANEL
Eileen Heisman
Eileen is a nationally renowned expert on charitable and planned giving. She is the Founder of National Philanthropic Trust, where she served as CEO for 27 years
Amy Holdsman
Amy is the Founder and President of Essential Leadership, a leadership coaching and philanthropic advising firm.
Daphne Rowe
Daphne is the Founder and CEO Pembroke Philanthropy Advisors.
ADDITIONAL INFORMATION
- Kosher catering provided by A La Karte, under the supervision of Keystone K.
- Please arrive by 6 p.m. to hear the panel.
- 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.
- Please email events@jewishphilly.org or call 215.832.0533 for any event-related questions.
About Professional Advisors Network
The Professionals Advisors Network (PAN) comprises industry experts in estate planning, insurance, accounting, financial advising, wealth management and allied professions. The Professional Advisors Network is an initiative of the Jewish Community Foundation, a branch of the Jewish Federation. Members are invited to educational programs, networking events and opportunities to learn more about the Foundation.
Jewish Community Foundation Leadership
Susanna Lachs Adler
Jewish Community Foundation Co-Chair
Karen Kramer
Jewish Community Foundation Co-Chair
Life & Legacy Chair
Amy S. Ufberg, Esquire
Professional Advisors Network Chair
Michael Balaban
Jewish Federation President & CEO
Jennifer Brier, Esquire
Chief Planned Giving Officer
Max Moline
Jewish Community Foundation Director
Sonya Aronowitz
Senior Philanthropy Officer
Professional Advisor Network Committee
Alexandra Bauer
Lawrence Chane
Kim Heyman
Scott Isdaner
Michael Kirsh
Andrew Klazmer
Matthew Levitsky
Zachary Miller
Amy Shkedy