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SĀGE WITH FRIENDS

SMART

INVESTING 101

Dive into the world of investing and financial planning with 4 new local friends

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I'm Ben!

Hi

I'm an investment and finance expert who has spent the last 25 years working for a number of successful investment management firms, and eventually founding Maimon Wealth that specializes in cross-boarder financial for American families living in Israel and those living the US.

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I recently created an automated financial advisor for early beginners investors.

 

I was raised in Seattle, Washington and spent 20 years in New York and New Jersey, working there and eventually moving to Raanana, Israel in 2005 where I live with my wife and 4 kids who live closeby.

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Outside of finances (and during lockdowns), you can find me involved in my community, and dividing my time between work, exercise and family.

Overview​

This experience is run with 4 participants in a period of 40 minutes. What can you expect? Interaction with other locals, and valuable information to guide you to beginner's investing. You'll also chance to connect to 3 other participants with similar interests.

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Reviews

I thought Ben was fantastic, approachable, and broke things down about a subject I was a total novice in. I thought the group size was perfect as well.

 

It highlighted a lot about investing I hadn't even considered for example the advantages of investing if you have duel citizenship.

 

I appreciated the calendar reminders as well leading up to the event and easy sign-up!

— Bracha A, Jaffa, Israel

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