CJL-Legacy Presentation
Presentation by Jordon Rosen, CPA, AEP, Director - Estates and Trusts. Will discuss legacy planning and how you can include CBS and other Jewish agencies in your giving plan.
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Presentation by Jordon Rosen, CPA, AEP, Director - Estates and Trusts. Will discuss legacy planning and how you can include CBS and other Jewish agencies in your giving plan.