upcoming-events-april-mayBridgeford is looking forward to being at various events all over the country in April and May! In addition to being a sponsor or speaker at these can’t miss events, we’d love to meet with our friends and colleagues in all of these areas!

Read on for more details about our activity, and don’t hesitate to reach out if you’d like to schedule a time to meet at the events or in between as well!

STEP Gold Coast Florida’s Social Event: April 25 in Boca Raton, FL

Join us as Bridgeford Trust Company proudly sponsors STEP Gold Coast Florida’s upcoming social event! If you will be in South Florida, we hope to see you for an evening of networking with local members and guests. Mariano Marco, Global Managing Director of Bridgeford Global (the newest addition to the Bridgeford family of companies – read more about that here), will be attending and would love to connect with you at this complimentary social event.

Date: Thursday, April 25, 2024
Time: 5:00pm – 7:00pm ET
Location: DRIFT – The Bar at Sonrisa at the Boca Raton Marriott (5150 Town Center Circle, Boca Raton, FL 33486)
Register: Contact Michael Schiff, STEP Gold Coast Florida’s Immediate Past Chair to register.

McKonly & Asbury’s COLLABORATE! 2024 Conference: May 2 in Camp Hill, PA

McKonly & Asbury is a leading, regional accounting and business advisory services firm and Bridgeford Trust Company is looking forward to sponsoring and speaking at their flagship event! This conference features three dynamic keynote speakers, a variety of specialized breakout sessions for attendees to choose from, CE credits, and plenty of networking opportunities.

If you can attend, be sure to sign up for Bridgeford’s Breakout Session entitled, Strategic Trust Planning in a Shifting Tax Landscapepresented by David Warren, Co-Founder and Chairman of Bridgeford Trust Company. In it, David will explore tangible trust planning and taxation mitigation strategies available by simply selecting the proper trust jurisdiction, including Dynasty Trusts, Community Property Trusts, Incomplete Non-Grantor Trusts, and more.

Date: Thursday, May 2, 2024
Time: 7:30am – 5:30pm ET
Location: Penn Harris Hotel (1150 Camp Hill Bypass, Camp Hill, PA 17011)
Register: Click here to learn more and register.

Transnational Taxation Network’s 2024 Americas Tax Conference: May 17 in Miami, FL

The Transnational Taxation Network (TTN) is a multi-disciplinary association of tax, accounting, and trust practitioners who have interest in international tax and Bridgeford Trust Company is proud to be a sponsor at their upcoming conference! If you are planning to attend, be sure to get in touch with Mariano Marco, who will be attending from Bridgeford Global.

Date: Friday, May 17, 2024
Time: 10:00am – 4:30pm ET
Location: Rubell Museum (1100 NW 23rd St, Miami, FL 33127)

Register: Click here to learn more and register.

Orange County Business Journal’s Family-Owned Business Awards: May 30 in Irvine, CA

Bridgeford Advisors (dba Bridgeford) – Bridgeford Trust Company’s sister company – is excited to sponsor the Orange County Business Journal’s 2024 Family-Owned Business Awards. This luncheon and awards program recognizes Orange-County-based family-owned firms that have distinguished themselves via their business accomplishments and contributions to the local community.

As a sponsor, Bridgeford has a table available for friends to join us. David Warren will be attending and if you would like to attend with us, please reach out via the information below.

Date: Thursday, May 30, 2024
Time: 11:00am – 2:00pm PT
Location: Irvine Marriott (18000 Von Karman Ave., Irvine 92612)
Register: Contact Melissa Roberson if you’d like to join us for this event.

For more information or questions on any of these upcoming events, please contact us via our contact page or call us at (605) 224-9189.