Shelley Nadel will discuss changes in the tax laws for 2019 and how they affect your April tax return, as well as tax and estate planning considerations.
About the Speaker:
Shelley Nadel is a CERTIFIED FINANCIAL PLANNER™ professional and is fully securities licensed with 11 years of experience in the financial industry. She has specialized expertise in long term care planning, personal and business insurance strategies, and financial planning for same-sex couples. Shelley’s passion is helping her clients take control of their finances and implement targeted, achievable goals to ensure they can live financially successful lives. Her branch office address is 2000 North Loop West, Ste. 200, Houston, TX 77018. Shelley offers securities and investment advisory services through FSC Securities Corporation, member FINRA/SIPC.
Shelley is a native Houstonian whose parents were founding members of CBS. She is a former Sisterhood President, has led many shul fundraisers, davens Torah and Haftorah, and sings in the CBS Choir. She and her husband David joined CBS in 1991 and were married in the sanctuary in 1992. Their three children (Leah, Samantha, and Daniel) graduated from the Religious School.
All are welcome! Drop your kids off at school and stay for the talk!
Free for Men’s Club members, $5 for non-members; includes a hot breakfast.