Presented by Riverside Temple Beth El
Howard will present an updated approach to planning and handling one's finances known as Financial Life Planning. This method puts Meaning, Joy and Purpose first, and views money as a way to support the life you really want to live, rather than the other way around. In leading this discussion, Howard will draw on his practical experience as an investment and financial planner, studies in psychology and personal growth, and on the richness of the Jewish perspective on money and leading a deeply meaningful life. Participants will also be led in practical exercises to help understand finances in a new uplifting light. As an additional offering, Howard will make himself available after the Zoom session for any individual financial questions participants may have.
Howard Jay Rubin, CFP RLP has followed a rather unique vocational path, moving directly from a degree in Psychology from Duke University, into a 25 year career as a performing magician, and finally into a thriving incarnation as an Investment Advisor and Certified Financial Planner. For the past 12 years, Howard has served hundreds of clients both locally and nationally. His practice has always been focused on helping people successfully manage their finances through major life transitions, such as the loss of a loved one, divorce, and moving towards - and through - retirement. In recent years, he has also added an emphasis on the personal side of a client's financial life, becoming an RLP (Registered Life Planner) as well.