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Estate Planning Strategies for Leaving Your Legacy

July 17, 2019 @ 7:30 pm - 9:00 pm

Jewish Federation of Delaware and Create A Jewish Legacy Present: ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY presented by Jordon N. Rosen, CPA, AEP.

Wednesday, July 17, 2019


Temple Beth El, Newark

Discussion Points:

  • Why Everyone Needs an Estate Plan
  • Making Annual and Lifetime Gifts
  • Paying Medical and Education Expenses
  • Funding 529 Education Plans
  • Lifetime Charitable Gift Techniques
  • Creating a Jewish Legacy

Create A Jewish Legacy has partnered with Temple Beth El to present Estate Planning Strategies with Jordon N. Rosen, CPA, MST , AEP.

JOIN US! RSVP to Shari@ShalomDel.org.


July 17, 2019
7:30 pm - 9:00 pm
Event Category:


Temple Beth El
301 Possum Park Road
Newark, DE 19711
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