Join the Vilna for an interactive discussion with tax expert and financial advisor Nora Yousif on the impact of the new tax law on seniors. The discussion will review the major tax changes that took place under President Trump that may affect seniors and the changes made to social security as part of the Bipartisan Budget Act in 2015. Lastly, we’ll review investment pitfalls to avoid for senior citizens.
Registration appreciated.
Nora Yousif is a third generation Financial Advisor who is a major advocate for financial education. She was voted a top "40 Under 40" professional by Boston Business Journal in 2017. She has presented nationally on personal finance and investing to over 60 organizations, comments for NBC Boston, New England Cable News (NECN), Boston Herald Radio, WBZ News Radio, Magic 106.7 FM, CNBC.com, USA Today, Forbes, Yahoo Finance and more.
Co-chaired by Evvajean Mintz and Susan Rosen.
Seniors Connect! is especially for seniors in the Boston area who are looking to connect with other seniors for creative activities and resource sharing. We gather at the Vilna Shul monthly for compelling discussions and events that are relevant to seniors’ needs and life experiences.