WEBINAR

Mastering the Israeli Banking System as a US Expat – With Rifka Lebowitz

Wednesday May 21st – 7 PM Israel / 12 Noon EST ​

Do you, like many US Olim and expats, find it hard to deal with the local banks, however long you have been in Israel?

Be it the language, the culture or the bureaucracy; don’t let the intricacies of navigating the Israeli banking system hold you back!

Join us for our free Webinar on May 21st with Rifka Lebowitz, experienced Financial Planner and author of “Smarter Israeli Banking”; and Norman Chait, CFA, Managing Principal at Nardis Advisors LLC.

We will cover: 

  • Banking Basics – understanding Hebrew banking terms.
  • Fees – and how to reduce them.
  • Credit (and Debit) Cards
  • Online Banking
  • Foreign Exchange
  • General Banking Challenges

And much more! Secure your spot today.

Rifka Lebowitz

CFP

Rifka Lebowitz is the founder of Living Financially Smarter in Israel and a trusted advisor to its 40,000 members. She is a Certified Financial Planner (CFP®), author of Smarter Israeli Banking and a member of Israel’s Financial Planning Association and the Israeli Union of Home Economic Advisors. With her background as a licensed portfolio manager, investment advisor, personal banker, and budgeting expert, Rifka empowers olim and Israelis to achieve financial stability and long-term success.

Norman Chait, CFA

Managing Principal,

Nardis Advisors LLC


Norman Chait is the Managing Principal of Nardis Advisors, an independent Registered Investment Advisor based in Scarsdale, NY, focused on building customized investment portfolios for a select group of individuals and families, especially for US citizens living overseas. He has 30 years of experience in all aspects of the traditional and alternative investment universe.


Norman received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988. He served in the Judge Advocate General Division of the Israel Defense Force from 1988-1993 and is a graduate of the Israel Defense Force Officer’s School. Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority.


Norman moved back to Israel in 2016, after spending 23 years in New York, and lives in Zichron Ya’akov.