The AACI and the Financial Resource Network invite you to a seminar series dealing with issues critical to every Oleh’s financial well-being: AACI Tel Aviv, 94 Allenby, (between Grusenberg and Montefiore), Entrance "Aleph", (Mezzanine floor). All seminars begin at 7:00 PM 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. 1) Tuesday, July 9 A Legal, Tax & Financial Review for Canadian Olim. · Review of the Israel Canada Tax Treaty and how it works in specific situations. · Recent and proposed tax law changes that affect Canadians living here. · How to optimize Oleh tax benefits, investments and business activities. · Canadian Pensions and other benefits for Expats in Israel . · Telecommuting - working from home for a foreign firm. · Citizenship issues for Canadians and their children. · The role of Trusts and other onshore and offshore vehicles for estate planning purposes. · Featuring: Mark van Gelderen of the Financial Resource Network. Special guest speaker: Jerome Pollock (FCA) Canada & CPA ( Israel ). Plus, additional comments by Chaim Wigoda, (MBA, TEP, CLU), Toronto Estate Planner and Canadian Jewish Tribune columnist now resident in Israel. 2) Wednesday, July 10 – Wills, healthcare directives, trusts and related documentation. · Wills vs. Living Wills and other important documents you should have done a long time ago. · How the Israeli system works so you get the kind of care you deserve in the event of incapacitation or terminal illness, and beyond. · Durable Powers of Attorney, for both health care and finances – who is really going to make decisions for you? The problems you want to avoid. · Who is in charge? Loved ones, former spouses, the state, other countries? · Managing your affairs – How concierge services can solve major problems for you and your loved ones. · Featuring: Jean Kauffmann and Mark van Gelderen, Financial Planners, & Martin Feder, Lawyer specializing in elder care and former international management consultant. 3) Thursday, July 11 – Why most of your money needs to be in Israel, and how to do it wisely. 4) · How the Israeli Banks work, their strengths and weaknesses. · How the investment world works in Israel . · The best form of Savings may be right here in Israel, and how to easily use it. · Comparing the local Stock Market with New York & London, and successful strategies. · Israeli Pension Plans. Betterment funds and other tax advantaged investments. · What else is available to the Israeli based investor? · Featuring: Mark van Gelderen & Jean Kauffmann, Financial Planners of the Financial Resource Network, & Moshe Jonas, one of Israel’s most experienced asset managers. REGISTRATION ESSENTIAL 02 - 580 7013 or info@isrenet or frnisrael/Contact_English.html. Donation to the AACI – 25 nis per class for members, 35 nis for non-members. (Pay for two seminars, get the third one free) 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. The Financial Resource Network has been offering educational seminars and personal financial consulting at the AACI since 1992.
Posted on: Thu, 04 Jul 2013 14:55:07 +0000
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