Memphis Jewish Federation’s young adult division, FedLED, partnered with three members of the Jewish Foundation of Memphis’ Professional Advisory Group (PAG) Planning committee – Scott Bendure, Jason Salomon, and Lawson Arney. The advisors and Sarah VanderWalde presented on various topics relating to financial planning and charitable giving to an audience of young professionals, with a welcome from Melinda Lejman, Federation’s Director of Outreach and Leadership Engagement.
On Sunday, March 27, Memphis Jewish Federation’s young adult leadership, engagement, and development program (FedLED) partnered with members of the Jewish Foundation of Memphis (JFOM) Professional Advisory Group (PAG) Planning committee to host a seminar on Financial Planning for Young Professionals.
For people in their 20s, 30s, and 40s, many can’t find the time to plan for the future and often underestimate the power of charitable giving dollars. Knowing this, FedLED Co-Chair Jaclyn Marshall and FedLED Advisor Emily Lennon wanted to provide an opportunity to help inform this demographic in our community. Federation and Foundation, both operated by Jewish Community Partners, played to their strengths and coordinated a meeting for Federation’s young professionals to learn from Foundation’s PAG network of advisors skilled in specific areas such as estate planning, insurance, finance and accounting. Three of its members presented at the event in partnership with FedLED; Scott Bendure, Jason Salomon, and Lawson Arney.
Over the course of the morning, the professional advisors addressed a variety of topics relating to financial planning. They described the benefits of different types of insurance, explained in detail exactly how assets can be transferred upon death, compared investing for in-state and out-of-state college tuition, and how to effectively invest for the future. Sarah VanderWalde, Director of Programs at JFOM, also presented on Campaign and Legacy giving.
“The event was very informative in sharing ways to best protect and grow your assets. It was extremely beneficial to learn about the many tools available to help build a more secure and productive future,” said Jaclyn Marshall, FedLED Co-Chair.
Throughout the session, audience members found plenty of opportunities to present questions of their own to the speakers.
“What a great program to stir some action,” said Amy Collier, an attendee during the morning session. “Thanks to this event, I feel better prepared to plan for my family’s future and support meaningful organizations through charitable means.”
“Sunday’s program included a broad array of financial information and connected us with multiple knowledgeable professionals,” said Natanel Brakha, who also attended.
By the end of the event, audience members left with a better understanding of the benefit of working with a qualified advisor, and to begin financial planning early. Everyone in attendance felt grateful to the presenters, and to staff members Melinda Lejman and Sarah VanderWalde for making this event happen.
To learn more about FedLED and charitable giving through Memphis Jewish Federation and the Jewish Foundation of Memphis, please visit jcpmemphis.org.