Solution Focused Strategies for
Financial Health and Wellbeing


Solution Focused Strategies for Financial Health and Wellbeing

Join Jewish National Fund for a three-part Zoom informational series where we will share Solution Focused Strategies for Financial Health and Wellbeing. Register now for one or all sessions. Login information will be sent following registration.

 

SESSION TWO

Tips to Take You into 2021

Thursday, November 19, 2020

4:00 – 5:00 pm ET / 1:00 pm PT

 

Learn how to reduce your tax liability and get closer to your financial and philanthropic goals with helpful year-end tax tips from JNFuture Board Member Or Pikary, Senior Manager with Moss Adams. Join us for a one-on-one interview with Or, who provides tax and financial planning solutions to closely held businesses and their owners, executives, and families. His experience involves all aspects of business and individual tax advisory services, including development and implementation of tax planning strategies, entity structuring, succession planning, estate tax planning, and executive compensation and stock option planning.

 

 

SESSION THREE

Intergenerational Giving and Family Sustainability: Best Practices from the Family Office World

Thursday, December 3, 2020

4:00 – 5:00 pm ET / 1:00  2:00 pm PT

 

Join Jacqueline Duval, a leading family office expert from Herrick, Feinstein LLP, in a conversation on how to create emotional and financial unity across multiple generations of a family business. Jacqueline will discuss how to ensure both your family values and your family assets are part of your integrated living legacy. Jacqueline has extensive experience working with family offices and family investment platforms, including investment transactions, tax, operations, human resources and employment law matters. Jacqueline currently works as outside counsel for both single- and multi-family offices, collaborating on entity structuring and strategic operational issues, tax, investment execution, and coordination of the total legal needs of her family office partners. You don’t need to be a traditional family office to benefit from this discussion, which will cover best practices and insights utilized by ultra-high net worth families across the country.

 

For more information, contact Jayne Papa at 

jpapa@jnf.org or 212.879.9305 x293.