Hello! I'm Outgoing.I help make life more interesting.
Hello! I'm Outgoing.I help make life more interesting.
This event is in the past.It took place on February 5, 2026 at Addison-Penzak JCC in Los Gatos.
Professional WorkshopProfessional WorkshopLearn to shape your financial legacy with intention at this approachable workshop led by a CFP and estate attorney. You'll explore how to align your estate plan with Jewish values while keeping the process practical and unintimidating, whether you're starting fresh or refining an existing plan.
Estate planning workshop
Jewish values focus
Financial education
Small group learning
Tips
đź’ˇ"Planning for the future doesn't have to feel overwhelming"
🤝"You do not need to be Jewish to join"
đź“‹bring questions about your current will or trust
A Simple Guide to a Lasting Legacy
Los Gatos
Professional WorkshopProfessional WorkshopLearn to shape your financial legacy with intention at this approachable workshop led by a CFP and estate attorney. You'll explore how to align your estate plan with Jewish values while keeping the process practical and unintimidating, whether you're starting fresh or refining an existing plan.
Estate planning workshop
Jewish values focus
Financial education
Small group learning
Tips
đź’ˇ"Planning for the future doesn't have to feel overwhelming"
🤝"You do not need to be Jewish to join"
đź“‹bring questions about your current will or trust
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