This event has been postponed. Stay tuned for Women of Beth Israel emails with upcoming event information. 

Do you have concerns about having a financial future? Are you prepared for any unexpected developments within the family? Candace Berkman, Janet Achaetel, and Dan Weiner, all experts in their specialized fields, will give you tips for protecting your finances and keeping you ready for the future.

Candace Berkman is Co-Founder and Partner of Berkman and Christian Wealth Management and Insurance Solutions at Northwestern Mutual. The firm focuses on comprehensive financial planning which centers on risk management insurance solutions, and multi-generational wealth planning. She also assists clients navigating Medicare, finding the best plan to suite their personal needs.

Daniel Weiner is an Estate Planning attorney. He is the Founder and Managing Partner of Weiner Law in Del Mar. The firms focus is comprehensive estate planning, probate and trust administration.

Janet Acheatel is a Senior Wealth Advisor and co-founder of Hoylecohen’s Women’s Practice. Janet brings over 30 years of experience encompassing deep knowledge of financial planning, investment portfolio management and retirement planning.

This program will be an in-person event only. Q&A and dessert will follow our panelists’ discussion.
$18 in advance. $20 at the door.