‫בס"ד‬
The AACI and the Financial Resource Network invite you to a seminar series
dealing with critical Investment related issues here and abroad.
At the Tel Aviv AACI, 94-A Allenby, (between Grusenberg & Montefiore).
Entrance "Aleph", on the Mezzanine floor - 1st floor up from the entrance.
Classes begin at 19:00 (7:00 pm).
1)
Monday, Sep. 8 – Wealth Manager to the Rich & Famous.
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Meet key players in a leading independent wealth management company that has outstanding mandates.
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Key principles behind maintaining and fostering family wealth.
Key non-investment issues that need to be part of the decision-making and the
ongoing management.
Meet KCPS Clarity, Israel’s leading integrated investment management firm and a
pioneer in the emergence of a globally competitive financial services sector in Israel.
Also, meet the Bank of Jerusalem's client service team that works together with KCPS Clarity
to give a complete Money Management system for Israel based wealth management.
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Mark van Gelderen, Financial Planner and Neta Lerman, Wealth Manager at
Clarity Asset Management. Plus additional staff from the Financial Resource Network,
KCPS Clarity and the Bank of Jerusalem.
2)
Tuesday, Sep. 9 – Israel Real Estate basics, & Mortgages as sophisticated tools.
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The rules of the road for doing home buying and real estate investing in Israel.
The key mortgage issues, and how to assess your options.
Several Israeli Real Estate investment options that currently make sense.
Alternative ways to invest in Real Estate.
Mark van Gelderen, Manager of the Financial Resource Network in Israel, &
Moshe Wilshinsky, perhaps Israel’s most experienced Mortgage expert and an advisor
to the government on Consumer Credit and Mortgage issues for 20 years.
3) Wednesday, Sep. 10 – How to manage Personal Wealth – Learning from the Wealthy.
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The pros & cons of investing in Israel or abroad, and how to resolve the issues.
Why stockbrokers and other investment sellers often do so poorly, vs. ‘Family Offices’ finding winners.
Common financial mistakes that olim and expatriates make in Israel.
How to choose investment advisors and investments.
Finding the investing styles that makes sense for different individuals and specific needs.
Investing simplified into simple math, statistics and consistent logic, so as not to be misled.
Mark van Gelderen and Jean Kauffmann, Advisers with the Financial Resource Network.