Date
Monday, May 10, 2021
12:30 PM - 1:30 PM
Webinar Sponsors:
Presented by the Jewish Foundation and UJA Women’s Philanthropy
Managing your personal and family finances can feel like a daunting task. The world of investing, banking, estate planning, and asset management can be intimidating when it’s unfamiliar to you.
The Jewish Foundation and UJA Women’s Philanthropy are proud to host this important upcoming webinar for those who want to learn more about managing their personal or family finances.
This session will include a panel of experts who will touch on topics such as:
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How to prioritize financial decisions
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Tax planning
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How to avoid common retirement planning mistakes
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Factors to consider when estate planning
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The importance of using professional advisors as a resource and what questions to ask
Join us to hear from industry experts as they ease your concerns and answer your questions.
Please register for this webinar by 5:00 PM on May 9th.
For more information, please contact Rachel Wolfson at rwolfson@ujafed.org
PANELISTS
Rona Birenbaum, BAS, CFP, CHFS, Founder, Caring for Clients
Rona is the founder of Caring for Clients, one of Canada’s first fee-only financial planning and wealth management firms established 21 years ago. Wealth Professional has named Caring for Clients the top Independent Firm in Canada (2017), and Rona one of the top 50 Advisors several times.
Rona is frequently contacted by the media as a resource on a wide range of financial planning subjects.
Her team of nine financial professionals serve the planning needs of Canadians from coast to coast.
Evelyn Schusheim, LL.B, LL.M, Partner, Cummings Cooper Schusheim Berliner LLP
Evelyn Schusheim was called to the Bar of Ontario in 1981 and has practiced corporate tax, estate planning, and tax litigation since that time, primarily for owner-managed businesses. She is a partner at Cummings Cooper Schusheim Berliner LLP.
Evelyn is a frequent speaker at conferences and seminars sponsored by the Canadian Bar Association, the Canadian Tax Foundation, the Ontario Institute of Chartered Accountants, and The Law Society of Upper Canada. She has written articles for a number of publications, including the Canadian Tax Journal.
Debby Stern, BComm, CPA, CA, Partner, Audit & Advisory, Crowe Soberman LLP
Deborah (Debby) Stern joined Crowe Soberman’s Audit & Advisory Group as a partner in 2001. Since joining the firm, Debby has continued to grow her practice with a large variety of clients. She provides auditing, business advisory services, cash flows, personal and corporate tax planning, and tax compliance to a wide variety of clients. Her specialties also include succession planning. Debby has developed a succession planning process to assist families in the transition of their business to the next generation, becoming the trusted advisor to many Canadian families.
For four years, Debby mentored female entrepreneurs through the Step Up program, which is designed to assist in growing the mentees’ businesses.
MODERATOR
Elena Hoffstein, FEA, Lawyer, Miller Thomson
Elena Hoffstein practices in all areas of estate planning, family business succession planning, corporate reorganization, and both pre- and post-mortem planning. She also advises on cross-border and international matters, will, trusts, and marriage contracts. Elena is a recognized leader in charity law, advising both charities and donors on effective legislative, tax, and regulatory matters and on tax-effective charitable gifting.
In recognition of her leadership and career contributions, Elena received the Ontario Bar Association’s “Award of Excellence in Trusts and Estates.” She is also a recipient of Lexpert’s “Zenith Award” and has earned the preeminent “AV” ranking in Martindale-Hubbell’s PeerReview Ratings. She is a frequent speaker at the Canadian Tax Foundation and Ontario Tax Foundation, Society of Trusts and Estates Practitioners conferences, the Law Society of Ontario, The Ontario Bar Association, and Canadian Association of Gift Planners.
CHAIRS
Jewish Foundation Chair:
Keith Ray
Jewish Foundation Vice-Chair:
Leonard Abramsky
Women’s Philanthropy Chair:
Perri Kirshenblatt
Women’s Philanthropy Vice-Chair:
Sara Gottlieb
Webinar Co-Chairs:
Sylvia Azoulay and Mona Taylor