It’s our annual (virtual) Purim Party! Join DJ Mike on the Mic for a virtual gathering featuring music, dancing, games, and hamantaschen (that you made in Tuesday’s cooking class). And please, come in costume! A Jewish Community Services event.
This presentation will review the changing views on wealth in the marketplace, how these changes are affecting planning, and practical recommendations on how to adapt to a changing landscape and meet the goals and desires of a new type of client.