3 part Financial Seminar Series - Get Your Finances in Order!

The Financial Resource Network invites you to join us for a 3-part Financial Seminar Series:

All Seminars begin at 1:00 pm

1. Monday, February 7th - Women, Wisdom and  
    Wealth: A Seminar for Women by Women

• Getting Started – Understanding what Financial Security means to you
• Seven Financial Mistakes that can impact your Financial Security – and how to avoid them
• Navigating Transitions – Marriage, Childbirth, Divorce and Widowhood. Financial Planning Strategies to help you manage your new life stage
• Communication – what do you want your loved ones to know
• Warning signs – when does an older adult need help managing health care and finances? Intervention with respect

Featuring:  Debbie Sassen, Financial Planner,Financial Resource Network

Bernice Schwartz, MSW, LCSW, Geriatric Specialist

2. Tuesday, February 8th – American-Israeli Tax Review, plus Investing Opportunities in Israel

• What’s new for 2010 US tax returns and what’s ahead for 2011
• The IRS is cracking down on Foreign Accounts – what you need to know
• Investing in Israel, one of the world’s most successful investment markets
• How to take advantage of the Tel Aviv Stock Exchange
• Tips for international investing and managing your portfolio

Featuring: Debbie Sassen and Mark van Gelderen, Financial Planners, Financial Resource Network, with a qualified US CPA

3. Wednesday, February 9th – Keys to Easing your Retirement

• 10 Strategies for maintaining financial security during retirement
• Pensions and Long-term savings in Israel – A Guide to the Perplexed
• Health and Long Term Nursing Care Insurance – Supplementing coverage missing from your Kupat Cholim policy
• Durable Powers of Attorney, for both health care and finances – who is really going to make decisions for you?
• Financial Abuse and Manipulation of the Elderly – The Hidden Truth

Featuring: Debbie Sassen and Mark van Gelderen, Financial Planners, Financial Resource Network, with a licensed Israeli pensions broker

Donation to the AACI – members NIS 25/ non-members NIS 30; 3 classes for the price of 2

Registration is recommended

The speakers will be available before the class, by appointment only, for free, individual, no-obligation consultations on money management, investments, real estate, taxes, wills & trusts, etc. 

Contact Debbie to register or to set up meeting times, 054 842 7638, Debbie@Isrenet.com

Where: AACI – Dr. Max & Gianna Glassman Family Center, 2 Poalei Tzedek, Talpiot. Jerusalem

Success comes from knowing how best to take advantage of the tools at your disposal

The Financial Resource Network has been offering educational seminars and personal financial consulting throughout Israel since 1992, to Olim, residents and tourists via the AACI, NBN, Tehilla, ESRA, the Israel Center, and other groups.