Jan

29 2023

Financial Planning, Investments, Insurance and Tax Preparation

10:00AM  

Congregation Beth Shalom 688 Clifton Park Center Rd
Clifton Park, NY 12065

https://bethshalomcp.webs.com/

Contact Jackie
congregationbethshalomcp@gmail.com

The Sisterhood/Men’s Club Partnership of Congregation Beth Shalom is sponsoring a program on financial planning, investments, insurance and tax preparation. It will be held at 10:00 am on Sunday, January 29, 2023 at the synagogue, 688 Clifton Park Center Road in Clifton Park. 

A speaker from Marshall Associates Financial Professionals will present the talk, discussing such topics as financial goals, risk tolerance, diversifying portfolios and preparing for major life events, particularly in light of changes in the past few years.

Refreshments will be served. The program is open to the public. RSVP to Jackie at (518)371-0608 or email her at congregationbethshalomcp@gmail.com.