Our events adapt to how you learn best. Attend workshops physically for hands-on collaboration, join virtually for convenience, or switch between formats based on your availability. Each session provides the same quality content with format-specific advantages.
Mark your calendar for these comprehensive financial education sessions. Each event offers multiple participation options to fit your preferences and schedule.
Learn systematic approaches to calculating and tracking your personal net worth. We'll cover asset valuation methods, debt categorization, and building sustainable tracking systems. Bring your financial statements for personalized guidance during breakout sessions.
Explore portfolio construction strategies with emphasis on risk distribution and geographic diversification. This session includes hands-on portfolio analysis tools and peer discussion groups. Virtual participants receive the same materials but miss the collaborative portfolio review exercises.
Navigate tax implications of various financial decisions with focus on Israeli tax regulations and international considerations. This technical session works particularly well in virtual format, allowing for screen sharing of complex tax scenarios and individual breakout consultations.
These intensive workshops combine theoretical knowledge with practical application. Each series runs for multiple weeks, building expertise progressively through various learning formats.
Darian
Skovgaard, CFP
Six-week intensive covering SMART financial goals, timeline development, and progress tracking systems. Each session alternates between group workshops and individual consultation opportunities.
Laptop or tablet with spreadsheet software, stable internet for virtual sessions, calculator app or physical calculator for in-person workshops.
Caitlin
Zimmermann, CFA
Eight-week comprehensive series examining retirement savings vehicles, withdrawal strategies, and estate planning basics. Mix of lecture-style sessions and interactive planning workshops.
Financial planning software access provided, video conferencing capability for virtual participation, document scanner or smartphone camera for sharing financial documents securely.
Vesta Murnane,
FRM
Four-week practical workshop focusing on emergency fund calculation, optimal savings rates, and liquid investment options. Emphasis on creating personalized emergency fund strategies based on individual circumstances.
Banking app access for account review exercises, budgeting app or spreadsheet for tracking progress, ability to access online savings account platforms during demonstrations.