Finance

Presented by David Winston October 28, 2025

Presented by David Siegel, Esq. July 8, 2025  

presented by Brantley Boyett Brantley Boyett is the Co-founder and President of Giving Docs. Through our partnership with Giving Docs, you can create or update your will—for free—at your own pace....

Introduction by Paul Kaplan, M.Ed., CFRE, Orthodox Union Associate Director of Institutional Advancement Presented by Jonathan Gudema, Esq., Principal, Planned Giving Advisors, LLC

12/3/2024 SPIRIT: Strategies for Required Minimum Distributions Presented by David B. Winston, Executive Wealth Advisor of Winston Wealth Advisors.

11/26/2024 SPIRIT: Estate Planning in 2025: What You Need to Know Presented by Joseph Klein, Esq., a founding partner of Korsinsky & Klein, LLP.

11/19/2024 SPIRIT:  Buying Property in Israel — Understanding the Process Ben Levene, CEO and co-founder of CapitIL Real Estate

Presented by Shmuel Zaidman Shmuel can be reached at shmuel@65andready.com or (732) 497- CARE ( 2273).

Norman Shapiro has been in financial services for over 40 years and a mortgage consultant with First Israel Mortgages for the last five years. The company is the largest mortgage broker...

Presented by Elizabeth Forspan, Esq.