Events

Not Your Grandma’s Estate & Financial Planning

Date: Wednesday, November 18, 2020
Time: 12:00 pm - 1:00 pm
Online OnlyOnline Only PJ Library SponsoredPJ Library Sponsored

The Jewish Federation of Greater Washington invites you to an exclusive opportunity to learn—and ask questions—from tax, legal, or financial experts in our community.

Join Marcie L. Brecher, Esq., of West & Feinberg, P.C., and Brad Sherman, Founder and President of Sherman Wealth Management, for an engaging presentation on the many options available to help secure your financial future and the steps you can take to plan now for what lies ahead.

Following Marcie and Brad’s presentation, you will have the opportunity to join small breakout rooms for a group conversation with an accountant, estate and trust attorney, financial advisor/wealth manager, or insurance advisor.

Trust us, this won’t be the estate and financial planning conversation your grandparents are having!

Cost: Free

Register: Visit Website

For questions or to request accommodations contact:

Ali Naide
ali.naide@shalomdc.org
Sarah Rabin Spira

Location

Zoom link will be shared with registrants