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Scottsdale, AZ, United States
12701 N Scottsdale Rd, Scottsdale, Arizona 85254
Building savings and knowing how to set yourself up for retirement isn't easy. Whether you are just starting out in the job market or ready to retire, join us for an informative panel event where we will help you navigate through the confusion and lead you in the direction of financial success. Presented in partnership with Jewish Free Loan and Jewish Community Foundation of Greater Phoenix. Light appetizers served from 6:30-7pm. Program begins promptly at 7pm.
Moderator — Dr. Emily Rose Schwartz is the Assistant Vice President and Customer Enrichment Manager at MidFirst Bank. A former K-12 and University educator, she began working for MidFirst Bank during her Ph.D studies at Arizona State University, and now works with student and community organizations to deepen understanding of financial concepts and build strong financial habits. Dr. Schwartz is an active member of Temple Emanuel of Tempe.
Panelist — Sheila Graiver Curwin earned a B.S. in Accounting from the University of Buffalo. She worked in public accounting for a Big 6 firm and most of her clients were in the real estate industry. Subsequently, she became the Controller for a family owned real estate company that owned/ managed in excess of 3 million square feet of real estate. She relocated to Arizona in 1995 and worked as a Treasury Manager for both a publicly held company in the high tech industry, and a privately held retailer of cell phones.
Panelist — Lee Eisinberg is a managing partner at ABLE Financial Group, which started with Adam Brooks in May of 2006. With more than 20 years of experience in the financial services industry, Lee helps his clients plan for their long term financial needs. He volunteers with many local non-profits, and Lee currently serves on the Board of Directors of Jewish National Fund and as the Vice President of Planned Giving for the Phoenix Chapter and is the Vice Chair of The Jewish Community Foundation of Greater Phoenix.
Panelist — Ira 'Imsy' Shapiro, who works as a Senior Financial Advisor and Registered Principal with Wells Fargo Advisors Financial Network, L.L.C. He has been in the financial services industry for over 26 years, helping individual investors achieve their financial goals as they transition to retirement. Ira is the president of Phoenix Jewish Free Loan.
RSVP to [email protected]
or call 602-230-7983