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Practical Planning for Life Changes and Transitions

Monday, November 6, 2023 22 Cheshvan 5784

6:15 PM - 8:00 PM

6:15 PM Dinner
7:00 PM Program
8:00 PM Evening Minyan

Join two experts in their fields, Lawrence Wachtel and Jamie Blum, for a conversation about planning for the legal and financial implications of major life transitions. The program begins with dinner and is followed by the panel discussion, with time for Q&A at the end. We will conclude in time to join the evening minyan at 8:00 PM.

This program is generously sponsored by the Dr. Wayne I. Bernstein Endowment for Minyan and Healing.

Lawrence Wachtel, a Solo Practitioner, has operated a successful law practice in Montgomery County for more than 47 years. He received his undergraduate degree from Georgetown University and his JD from the University of Maryland School of Law. He specializes in the areas of estate planning and administration as well as taxation. Larry has been happily married to his wife, Sherry, for nearly 50 years. They have three wonderful children and five extraordinary grandchildren.

Jamie S. Blum, CPA, CDFA® is the Director of Divorce Financial and Litigation Support at Argent Bridge Advisors. She has more than 30 years of experience in accounting and finance including financial and tax issues for people going through a transition. Jamie's passion is to help people understand and make informed decisions about their finances along with how to have financial conversations with loved ones.

Register below.

Register

Registration for this program is now closed.

If you would like to find out if space remains, please contact Rachel Hyman, Program Associate (rachel@bnaiisraelcong.org). 

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Sat, December 28 2024 27 Kislev 5785