The Soul Center will host a conversation with Yoshi Silverstein. Yoshi is a Chinese-Ashkenazi-American Jew who has been a leader in the movement to ensure a voice for Jews of Color. He is thoughtful and creative with a millennial mindset. He is also a builder who most recently founded an organization called the “Mitsui Collective” working to fundamentally improve resiliency in the realm of Judaism, wellness and multiracial justice. (He is also Rachel’s friend and she has a proclivity toward very interesting people!)
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.