Estate Planning Strategies for Leaving Your Legacy
Jordon N. Rosen, CPA, MST, AEP is a Director and shareholder of Belfint,
Lyons & Shuman, where he heads the firm's estate and trust practice. He is
the Past President of the National Association of Estate Planners and
Councils (NAEPC) and has served as president of the Delaware Estate
Planning Council.
He holds the designation of Accredited Estate Planner and has been
recognized as a 5-Star Wealth Manager by Philadelphia Magazine and
Delaware Today.
Free and Open to the Community.
Complimentary Light Breakfast-Dietary Laws Observed.
There will be no solicitation.
Register at ShalomDelaware.org/EP
Our Impact This Year
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2023 Donors
945
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2023 Annual Campaign
$1.90M+
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Israel Emergency Fund
$1.04M+