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Financial Planning - Your Roadmap to Financial Freedom

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Although most people know that saving for their financial future is important, many are not clear about what steps to take in order to accomplish their goals. Join us for a workshop on the life-changing power of financial planning.

8:45am - 10:00am

  • Personal Financial Planning Workshop.

10:00am – 10:30am

  • Summary of workshop & Q&A.

Idan Netser

  • Welcome, Introduction to Fenwick and Leumi partnership.

Erez Hevroni

  • Introduction to Leumi Private Banking in Palo Alto and specialized services to executives from the SV Tech community.

Michael Zaremsky

  • Leumi Private Banking Platform and the importance of financial planning.

Brian Stigliano

  • Financial planning overview and dynamic Case studies for SV executives.