JFGP Women's Philanthropy

Presents

Women's Financial Literacy Workshop Series

 

Why is Financial Literacy Important?

"While there are signs of improvement, the gender gap in financial and investment literacy remains persistent, and the gaps exist even in the millennial generation. There is still much work to do to monitor and narrow the gap in the coming years. Because women often have longer life spans and face financial challenges brought about by lower earnings and less time in the workforce, they can no longer afford to remain uneducated, underinvested, or disengaged from their finances. As our power and influence in the world continues to expand, it’s only natural that we’d find it necessary to take more responsibility for the wealth our greater influence is creating for ourselves, our families and for future generations." - Dawn Doebler, CPA, CFP, CDFA  (read more)

 

Register Now for this series of 3 workshops designed to increase your financial literacy in key areas

Workshops are $18 each or the discounted price of $48 for all 3

 

 

ADULTING

Date: Thursday, September 5, 2019 

Time: 6:30 pm – 8:30 pm

Cost: $18 

 

Money - What does Judaism teach us? - Values clarification

How to spend money

Things you must do now 

Panel Topics: How to buy a house, How to establish credit, and How to minimize your student loan

 

TRANSITIONS 

Date: November 3, 2019 

Time: 9:30 am – 11:30 am

Cost: $18 

 

Money - What does Judaism teach us? - Values clarification 

Personal insights about transitions 

Panel Topics: Marriage/Family, Divorce, Inheritance, Death/Estate Planning

 

RETIREMENT

Date: December 8, 2019

Time: 9:30 am – 11:30 am

Cost: $18 

 

Money - What does Judaism teach us? - Values clarification

What are you going to do in retirement? 

Things you must do before you retire

Panel Topics: Ethical Wills, Estate Plan, Making an Impact

Workshop Presenters:

Rabbi Barry Cohen

Rabbi Barry Cohen, Chaplain, Jewish Federation of Greater Portland

Rabbi Cohen is a graduate of the University of Michigan and was ordained by the Hebrew Union College - Jewish Institute of Religion. His affiliations include the Central Conference of American Rabbis, the National Association of Jewish Chaplains and the Oregon Board of Rabbis. His passions as a chaplain and rabbi are to build relationships with individuals and families and attend to their pastoral/spiritual needs: to teach, inspire, and motivate. He is the proud father of teenage twins, and he also loves story-telling, interfaith work, and social action. In addition, he strives for spiritual moments while mountain bike riding, playing tennis, or listening to jazz, blues, or rock and roll.

Gail Mandel

Gail Mandel, Oregon Jewish Community Foundation.

Gail Mandel is the Director of Philanthropy for the Oregon Jewish Community Foundation. Her primary responsibilities at the foundation include working with prospective donors and families to help them fulfill their philanthropic goals with both current and legacy giving. She also directs the LIFE & LEGACY initiative, which OJCF is spearheading in Oregon in partnership with the Harold Grinspoon Foundation. In addition, Gail manages OJCF’s Endowment Book of Life program, the foundation’s marketing and communications efforts and OJCF’s Professional Advisors Group. Prior to her association with the foundation, Gail’s employment history includes working for Abrams Books, the world-renowned art and illustrated book publisher, and the Metropolitan Museum of Art. Gail serves on the boards of the Mittleman Jewish Community Center and Portland Jewish Academy. She holds a M.A. in Art History and Museum Studies from City College, City University of New York and a B.S. in Journalism from Boston University.

Rachel Oh

Rachel Oh, The Law Office of Rachel Oh, LLC

Rachel Oh’s estate planning practice centers around the idea that estate planning is more than just providing for the legal transfer of assets at death.  Rachel focuses her practice on the gift you provide yourself and loved ones in having a clear plan in the event of an unexpected situation or your eventual passing.   Using both her personal and professional experience, Rachel provides highly personalized and comprehensive plans with respect to a wide range of issues relating to wills and trusts, including guardianship for young children, family protection strategies and value-based estate planning.   Rachel received her undergraduate degree from Brandeis University, with honors, and returned to her home state of Oregon to earn a law degree from Willamette University.  Rachel lives in Portland with her husband and two young daughters where they actively take advantage of the beautiful Pacific Northwest.

Kim Rosenberg

Kim Rosenberg, Rosenbaum Financial

Kim is specially trained to support and advise clients going through major life and financial transitions, such as divorce, death, moving, inheritance, selling a business, or even receiving a windfall. Kim became a financial planner in response to her own personal financial transition. In 2007, her husband, who at that time already had been battling cancer for almost a decade, learned he only had a few years to live. Knowing she would be the sole source of financial support for her three teenagers, Kim determined to educate herself about planning and investments-changed careers and become a planner. Widowed in 2014, she thereafter committed herself to educating clients about how they can take control of their money, leaning on her own deep stores of empathy and experiences as a prior business owner and someone who has cared for an ill loved one and the family in its time of grief. Her areas of expertise are many. They include taking a holistic approach to wealth management by addressing the sophisticated financial needs of business owners, bringing guidance in the areas of diversification of wealth, tax minimization, estate planning, and other long-term wealth management strategies.

 

Marshal Spector

Marshal Spector, Gevurtz Menashe

Marshal is a family law attorney with Gevurtz Menashe and brings 29 years of experience in guiding clients through divorce and custody cases. He blends expertise, energetic advocacy, sensibility, creativity and vision into his practice. He maintains an AV® Preeminent™ rating from Martindale-Hubbell — the highest possible rating in both legal ability and ethical standards and has been repeatedly selected for inclusion in Oregon Super Lawyers.  Marshal moved to Portland from the east coast 29 years ago and has served on many committees and boards in the charitable community.  He currently serves on the board of the Jewish Federation of Greater Portland and is active in community and synagogue life. Marshal has also served on the board of Donate Life Northwest and shares his experience as a kidney donor. Marshal is married and has 3 young-adult children, 2 young-adult step daughters and a granddaughter.

This Workshop Series is Sponsored By: