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.
- Welcome, Introduction to Fenwick and Leumi partnership.
- Introduction to Leumi Private Banking in Palo Alto and specialized services to executives from the SV Tech community.
- Leumi Private Banking Platform and the importance of financial planning.
- Financial planning overview and dynamic Case studies for SV executives.