Financial Resource Lecture with Mark Van Gelderen

Financial Resource Lecture with Mark Van Gelderen

Ensuring Your Financial Security and Wishes in Israel.

Financial Documents:
What you need, where are the originals, passwords, etc. Picking someone you trust who has access to them documents & knows where they are, etc.

Israeli Banking:
Limitations on joint bank accounts / Arichut Yamim. How and when to use Israeli credit cards.

A quick overview of Israeli share and bond investing.

Powers of Attorney and planning for the inevitable: Israeli Powers of Attorney and the Guardianship system. The new Enduring PoA: three Powers for three surrogates.

Wills & Trusts.

Financial Security and Simplicity Systems for Israel and for assets left abroad. Investing in the age of mega-changes.

Featuring: Yitzchak Hutner, Moderator, Investment Associate with Capital Markets IQ. Mark van Gelderen, Manager of the Financial Resource Network in Israel. Martin Feder, Israeli Attorney who specializes in Elderlaw, and related areas. Yanina Musnikow, MSW, Counselor for the AACI.

Zoom Conference: Sunday, June 20, 7:00 pm (Israel time) REGISTRAITON NOW CLOSED

For more information: FinancialResourceNetwork,02-6223065. Fee: (donation to AACI) 25NIS, payable at registration.

**Please note: Registration for Zoom programs is accepted until 1pm on the day of the program.

AACI cannot guarantee the processing of any registrations after that time.  Credit is given should a program be cancelled.**

(A Zoom link will be sent on the day of the lecture)

 

Financial Resource Network: offering educational seminars and personal financial


Date

Sunday, June 20 2021

Time

7:00 pm
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