Just starting to think about Aliyah? Starting to take those first steps in your planning Aliyah? This program is for those with medium to long-term Aliyah plans (Winter-Spring-Summer-2021 beyond). It is not for people who submitted applications.
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.