Call for Panelists: Financial Planning Seminar

Congregation B’nai Israel is excited to launch a new educational program designed to benefit every generation of our CBI family. 

This November 5th, we will host an engaging panel discussion featuring trusted professionals who can help individuals and families make informed financial, tax, charitable, and legacy planning decisions while maximizing the impact of their giving. 

We are seeking CBI members with the following Professional Expertise:

  • Financial Planner
  • Estate Planning Attorney
  • Family Foundation Professionals
  • Donor-Advised Fund (DAF) Professionals

Interested in Serving as a Panelist? If you are a professional in one of these fields and would enjoy sharing your expertise with our community, we would love to hear from you! Please contact Elyse Kaplan by Monday, July 27, 2026, to express your interest, your profession, and to learn more about this exciting opportunity.

Reply here!