[RBS] Financial Seminar TONIGHT at the Matnas
Sassen family
jdsassen at netvision.net.il
Tue Jun 9 12:46:34 IDT 2009
The Israel Resource Network, in conjunction with Tehilla,
is pleased to invite you to a 2-part Financial Seminar
Tuesday and Wednesday, June 9th and June 10th at 8pm
at the RBS Matnas, Nahal Dolev 16
Presented by Baruch Labinsky and Debbie Sassen
Financial Planners
1. Financial Planning, Investing, Preservation of Wealth
and its Successful Transfer to the Next Generation
Tuesday, June 9th
- Watch a financial planning session which you can emulate at home
- Learn how to identify your needs and set concrete financial goals
- Evaluating your assets and rebalancing your portfolio
- Five asset classes that make sense in this challenging environment
- 30-something, 40-something and beyond – Have you written your Will yet?
- Communicating essential information between generations to ensure
that family affairs don’t fall apart
2. Pension Plans, Healthcare, Life Insurance and Living Wills
Wednesday, June 10th
Special Guest Speaker – Yirmi Gold, Gold Insurance
- Israeli pension plans and systems explained and compared
- Health insurance is a must – maximize your coverage at a reasonable cost
- Learn which critical benefits missing from your Kupat Cholim
and National Health Insurance coverage it is vital to fill in.
- Do you need life insurance – evaluating your needs and assessing your
exposure
- Living Wills – get the kind of care you desire in the event of
terminal illness or incapacitation
Donation to the Matnas: NIS 25 per class
For further information and registration, please contact
Debbie Sassen: 077-533-4142 or 054-842-7638, or Debbie at isrenet.com
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