by sdomena | Nov 14, 2023 | Uncategorized
The Case for Offering Charitable Giving Services For Professional Advisors: Join us online on Giving Tuesday, Nov. 28 The Case for Offering Charitable Giving Services It is becoming more and more difficult to differentiate oneself as a CPA, trusts & estates, or...
by sdomena | Aug 15, 2023 | Uncategorized
Meyuchad The Talmud Torah Meyuchad grant provides supplemental financial assistance to religious school programs serving children with individualized learning and special needs The grant is designed to serve as the community’s contribution toward supporting these...
by sdomena | May 3, 2023 | Uncategorized
Join the Women of Vision Society for a Celebratory Luncheon Tuesday, June 6 | 11:00 AM – 1:00 PM Enjoy an afternoon celebrating the success of the grant “Adopt a Bubbe: An International Jewish Program for Women and Girls.” We will be joined by the...
by sdomena | Jan 27, 2023 | Uncategorized
Register Now For Professional Advisors Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution Feb 16, 2023 12:00 p.m. to 1:00 p.m. Join us for this virtual program on retirement planning over the lifetime of your...
by sdomena | Oct 18, 2022 | Uncategorized
Israeli Scholarship Funds Young Judaea Summer Program in Israel This summer I had the opportunity to travel to Israel for five weeks with Camp Young Judaea in New Hampshire. The fact that my trip was delayed by a year, due to covid, made me appreciate the opportunity...
by sdomena | Aug 26, 2022 | Uncategorized
Register Now For Professional Advisors: Join us online Sept. 22 It’s Not Ozzie and Harriet: Estate Planning for Modern Families With L. Paul Hood Jr. JD, LL.M. Your clients spend their lives caring and providing for their children. However, many of them lack the...
