On Sept. 5, Jewish Federation of Greater Philadelphia hosted the 24th annual Solomon and Sylvia Bronstein Seminar for Professionals at the Bellevue Hotel in Center City Philadelphia. This year’s seminar, “Protecting Client Data in the Digital Age: Professional Ethics Rules and Practical Security Considerations for Estate Planners,” featured presentations from Lisa D. McLaughlin, Ronald Gula and Geoff Hopkins. More than 150 financial and estate planning professionals were in attendance for a morning of speeches and networking and to honor Scott Isdaner, who was presented with the 2019 Edward N. Polisher Award.
Seminar Explores Client Data in Digital Age
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