Financial Wellness: Top 10 Tips for Financial Security

with Karen Sloss

10:20 a.m. Sunday, March 24, 2019 in the Beit Midrash

Thinking about a college fund? Retirement? Tzedakah – charitable giving?
Families with young children, singles, retirees, as well as empty-nesters can learn from Karen Sloss’ informative talk about financial
wellness. The presentation will include an overview of financial planning basics with specific, practical guidelines. The presentation
will be followed by a Q&A session.
Karen Sloss recently retired after 29 years as a Financial Planner and Investment Adviser. Prior to that, she spent 15 years as an RN and Family Nurse Practitioner. She has been a member of CBI for 31 years.


Congregation Beth Israel offers enrichment sessions on a variety of topics for parents and CBI community members during Kesher Sunday classes on selected dates. Information: (360) 733-8890 or