Financial Planning - Your Roadmap to Financial Freedom

Hosted By: Leumi

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.