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Not Your Grandma’s Estate & Financial Planning

November 18, 2020 12:00 pm - 1:00 pm

Not Your Grandma's Estate & Financial Planning

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

Marcie L. Brecher, Esq., of West & Feinberg, P.C., and Brad Sherman, Founder and President of Sherman Wealth Management, presented many options available to help secure financial futures.

Following Marcie and Brad’s presentation, participants attended small breakout rooms for a group conversation with our guest facilitators*:

This program is an educational overview of estate and financial planning and is not intended to provide specific advice.

For questions, please contact Sarah Green, Director, Young Leadership, at youngleadership@shalomdc.org.

 

This program is a collaboration between PJ Library, Young Leadership, The Network, and the Families with Young Children Committee. 

Details

Date:
November 18, 2020
Time:
12:00 pm - 1:00 pm

Venue

Virtual
United States

To view all community events, visit Jconnect.org.