Back by Popular Demand: The 3rd Annual NBN & LFSII Conference

Register for the 2025 LFSII Conference

Sold out!

General admission tickets are reserved for the public. We kindly ask financial professionals to refrain from purchasing these tickets to ensure members of the general public have an opportunity to attend.

Back by Popular Demand:
The 3rd Annual NBN & LFSII Conference

After two sold-out conferences in 2023 and 2024, LFSII is back—better than ever! Whether you’re a returning participant or joining us for the first time, this is your chance to take control of your financial future with expert guidance tailored to life in Israel. Led by Rifka Lebowitz, founder of the popular Living Financially Smarter in Israel Facebook group and a Certified Financial Planner with 20+ years of experience, this year’s conference is packed with dynamic, tailor-made sessions to help you optimize your finances.

From practical budgeting tips and expert-led financial planning workshops to a must-attend session on financial organization for individuals with ADHD, we’re covering the topics that truly matter. You’ll also gain insights into Bituach Leumi and uncover financial resources you may have overlooked. This isn’t just another conference—it’s a game-changing day dedicated to your financial future. Take the opportunity to level up your financial literacy, because investing in yourself starts with knowledge, a plan, and the confidence to build a financially smarter life in Israel!

What people are saying about last year’s conference.

Stay tuned for an expanded schedule with more details, speakers, bios, and presentations as they evolve!

Event Details

Date & Time: Sunday, September 14, 2025 | 9:45 AM – 4:00 PM

Location: Nefesh B’Nefesh Jerusalem Campus – Yitzhak Rabin 10, Jerusalem, Israel

Transportation: Conveniently located near the Jerusalem Central Bus Station, the Tel Aviv-Jerusalem fast train, multiple bus lines, and the Light Rail. Located adjacent to Cinema City, where there is paid underground parking available in the Loam parking lot.

Refreshments: A light lunch and refreshments (Kosher LeMehadrin) will be provided.

Have questions? Need assistance on the day of the conference? Email Nefesh B’Nefesh at [email protected].

Register for the 2025 LFSII Conference

Sold out!

General admission tickets are reserved for the public. We kindly ask financial professionals to refrain from purchasing these tickets to ensure members of the general public have an opportunity to attend.

2025 Speakers

Rifka Lebowitz, CFP

Certified Financial Planner and Founder of Living Financially Smarter.

TOPIC: Planning the Financially Smarter Life – The 2025 Guide

KEYNOTE SPEAKER

Yehuda Porath

Senior Economist, Research Dept.
Bank of Israel

TOPIC: Headlines Decoded: What’s Actually Going On in Israel’s Economy

Stefanie Levit

Financial Associate at Living Financially Smarter in Israel

TOPIC: Planning Your Day to Day Finances

Alana Stern

ADHD & Executive Function Coach, NLP & EFT Practitioner, Founder of JDHD Coaching

TOPIC: Living a Financially Smarter Life with ADHD

Yissachar Lebowitz

Legal Advocate at Mor & Co. Law Firm

TOPIC: Bituach Leumi Secrets: The Rights Most Olim Never Claim

Miriam Shatsky, Adv.

Wills & Estates attorney, Founder of EZwill

TOPIC: Wills, WhatsApp & Digital Assets – What Happens to It All When You’re Gone?

Mayer Reich

Startup founder & CEO of Prosperity AI

TOPIC: The AI Era – What It Means for Your Job – and Your Wallet

Danny Newman

 Licensed Insurance Professional

TOPIC: Make the Most of Your Pension, Keren Hishtalmut and Kupat Gemel

Gadi Last

Licensed Investment Professional

TOPIC: Make the Most of Your Pension, Keren Hishtalmut and Kupat Gemel

Sharon Beth-Halachmy

Founder and CEO, B’lev Shalem

TOPIC: The Real Price of Growing Older in Israel… And How to be Ready For It

Rimone Hersch

Managing Director, JGive Platinum

TOPIC: Optimize Your Spend: Legal Ways to Save on Taxes and Insurance

Binyamin Radomsky

CPA (Isr), FCA (UK), Partner at Aboulafia Avital Shrensky & Co CPA

TOPIC: Optimize Your Spend: Legal Ways to Save on Taxes and Insurance

Norman Chait

Managing Principal and Founder of Nardis Advisors

TOPIC: Retirement and Estate Planning in Israel for US Citizens

Alon Katz

Director and Deputy CEO at BTB Israel

TOPIC: Invest Like You Live Here: BTB – The Israeli Platform Even Americans Can Use

Michelle Binovitch

Owner, Binovitch Insurance Agency & Insurance Specialist

TOPIC: Optimize Your Spend: Legal Ways to Save on Taxes and Insurance

Rachel Lubchansky

Business Mentor & Strategist

TOPIC: Your Voice = Your Value: Stand Out + Create More Opportunities

Register for the 2025 LFSII Conference

Sold out!

General admission tickets are reserved for the public. We kindly ask financial professionals to refrain from purchasing these tickets to ensure members of the general public have an opportunity to attend.

EVENT SCHEDULE

*subject to change

9:45-10:15

Registration, Coffee and Networking

10:15-10:30

Green Room

Welcome to LFSII 2025: Making the Most of your Day

Blue Room

Welcome to LFSII 2025: Making the Most of your Day

Orange Room

Welcome to LFSII 2025: Making the Most of your Day

10:30 – 11:15

Green Room

Headlines Decoded:

What’s Actually Going On in Israel’s Economy

Yehuda Porath
Senior Economist, Bank of Israel

Blue Room

Wills, WhatsApp & Digital Assets:

What Happens to It All When You’re Gone?

Miriam Shatsky
Wills & Estate Attorney, founder of EZwill

Orange Room

Planning the Financially Smarter Life:

The 2025 Guide

Rifka Lebowitz
CFP, Founder of Living Financially Smarter

11:30 – 12:15

Green Room

The AI Era:

What It Means for Your Job – and Your Wallet

Mayer Reich
Startup Founder and CEO of Prosperity AI

Blue Room

Focus on Finances:

Thriving with ADHD and Financial Organization (Yes, Really)

Alana Stern
ADHD and Executive Function Coach

Rifka Lebowitz
CFP, Founder of Living Financially Smarter

Orange Room

Bituach Leumi Secrets:

The Rights Most Olim Never Claim

Yissachar Lebowitz
Legal Advocate, Mor & Co. Law Firm

Danny Newman
Senior Insurance & Pension Agent

12:30 – 13:15

Green Room

The Real Price of Growing Older in Israel…

And How to be Ready For It

Sharon Beth-Halachmy
Founder and CEO, B’lev Shalem

Blue Room

Invest Like You Live Here:

BTB, The Israeli Platform Even Americans Can Use

Alon Katz
Director and Deputy CEO at BTB Israel

Orange Room

 Your Voice = Your Value:

Stand Out & Create More Opportunities

Rachel Lubchansky
Business Mentor & Strategist

13:15 – 14:00

LUNCH BREAK

14:00 – 14:45

Green Room

Make the Most of Your Pension, Keren Hishtalmut and Kupat Gemel

Gadi Last
Licensed Investment Professional

Danny Newman
Licensed Insurance Professional

Blue Room

Optimize Your Spend:

Legal Ways to Save on Taxes & Insurance

Binyamin Radomsky
CPA

Michelle Binovitch
Binovitch Insurance Agency

Rimone Hersch
Managing Director, JGive Platinum

Orange Room

Don’t Leave it to Chance:

Retirement & Estate Planning for U.S. Citizens Living in Israel

Norman H. Chait
CFA

15:00 – 15:40

Green Room

Planning the Financially Smarter Life:

The 2025 Guide

Rifka Lebowitz
CFP, Founder of Living Financially Smarter

Blue Room

Budgeting:

The Financially Smarter Way

Stefanie Levit
Financial Associate at Living Financially Smarter in Israel

Orange Room

15:40 – 16:00

Raffle and Closing the day with the Living Financially Smarter Facebook Group Admins

EVENT SPONSORS

GOLD

Binovitch
Nardis Advisors LLC
Nardis Advisors LLC
JGive

SILVER

Aboulafia, Avital, Shrensky & Co. Accountants
EZwill.co.il by Adv. Miriam Shatsky
MOSHE JONAS ASSET MANAGEMENT LTD.
Sade Real Estate
Sade Real Estate
 Sweetwood AM
Workknot

This year, participants will receive a valuable booklet filled with practical financial tips and articles, written by the LFSII team and our generous sponsors.

Cancellation Policy: Refunds will be issued for cancellations made at least 14 days before the event.

If you have any questions, please reach out to us at [email protected].

What You’ll Learn:

Investing in Israel: Top tips for success

With different regulations, laws, and new financial products and portfolio options, investing in a new country can be challenging. We break down everything from PFIC issues to the most common investments made by Israelis, giving you answers on your most-asked investment questions. You’ll also get a basic overview of the financial markets and getting started.

User-friendly, practical finance in Israel

These 101-style talks cover the fundamentals to help you live financially smarter in Israel. You’ll learn the basics of smart finance, such as how to create a sustainable budget that works for you and your lifestyle, along with future-looking planning. We’ll delve into more advanced topics including insurances, wills and inheritance issues, as well as catastrophe insurance and finances in the event of an emergency.

Holistic, people-first financial planning

Conversations with loved ones regarding finances can be tricky to navigate. We’re offering expert advice on the best ways to talk about loaded money-related topics and financial planning. You’ll also hear how to future-proof your finances, tips for protecting your assets during life changes, and learn ways to think bigger and more confidently regarding your money.

Our Sponsor: Bank Mizrahi Tefahot

We’re thrilled to announce that this year’s conference is being sponsored by Bank Mizrahi Tefahot, one of the largest financial institutions in Israel. 

 “We know that English-speaking Olim are facing a huge transition when it comes to managing their money in Israel. It’s very important for us that Olim know we are here for them every step of the way,” says Marc Reiss, Head of International Activities for Foreign Residents and Olim at  Bank Mizrahi Tefahot.

 “Partnering with Rifka and Nefesh B’Nefesh is a natural fit for us, as we strive to deliver exceptional services to our Olim clients. Supporting LFSII is our way of demonstrating our commitment to our English-speaking customers, and we are looking forward to meeting many of them in person at the conference.”

 

Secure Your Seat Now!

General admission: 70 NIS (subsidized pricing, thanks to our sponsor) daytime program

For soldiers, b’not sherut, students, and young professionals: Get your 50% off coupon via the evening event payment link. Our new evening track, from 6 PM to 9 PM, is especially tailored for the under-30 crowd, including soldiers, b’not sherut, students, and young professionals.

Cancellation policy: Refunds issued up to 7 days before the event

THE CONFERENCE IS SOLD OUT!

General admission tickets are for those who do not work in financial services. For finance professionals, we are offering a limited number of tickets, subject to available space. Please email Miriam at [email protected] to request a spot.

Sponsors