Register now for "Introduction to Investments and Financial Planning"
LIMITED SEATING. REGISTER EARLY.
Topics include:
- Financial planning
- Stocks
- Estate planning
- Taxes (Israel and U.S.A.)
- Bonds
- Options
- Banking in Israel
- Pension plans
- Mutual funds
- Real estate
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- Trusts
- Money managers
- Professional analysis
- Hedge funds
- Personal legal documents
- Budgeting
- Insurance
- Financial implications of healthcare
- Nursing home / retirement home costs
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10 weeks. NIS 3500.
Starting date: Monday, July 1
Time: 5:00 PM to 7:30 PM (Two 10-minute breaks)
Dates: July 1, 8, 22, 29, August 5, 12, 19, 26, Sep 2, 9 (If you cannot attend a certain class, a video and/or audio will be made available to you after the session.)
Cost: NIS 3500
Early registration discount: NIS 350. Must pay in full by June 14. Use discount code: EARLYBIRD
Course registration will close, and full payment due (checks must have arrived at our office), no later than June 28.* Payment by credit card/PayPal or check.
To pay by credit card or PayPal.
To pay by check
Make checks payable to "Profile Investment Services, Ltd." and mail to PO Box 7074, Jerusalem, 91070. If we receive the check by June 14, you may use the early registration discount and pay NIS 3150; otherwise, the cost is NIS 3500. Please call Yoram Ohana at 02-624-2788 and let him know you are sending the check.
Disclaimer: The information in this course is for educational purposes and does not constitute professional advice. The opinions of guest lecturers are not necessarily the opinions of Profile Investment Services, Ltd. Profile Investment Services, Ltd. does not give either tax or legal advice. Be sure to get advice about your own situation from a licensed professional before investing.
* Cancellation before July 1 will be subject to a NIS 350 cancellation fee and you will receive a refund for the balance.