Easy Aliyah 101:
A Practical Financial Guide For U.S. Retirees To Secure a Comfortable Life In Israel
(Simplify Banking, Healthcare & Estate Planning In 5 Steps)
An email course by Norman H. Chait, CFA
My name is Norman Chait and I've helped many Olim make a smooth Aliyah. Subscribe to learn how to:
Maximize your social security benefits
Settle in Israel quickly with full access to your money
Retire stress-free with secure healthcare coverage and a well-organized will
Norman H. Chait, CFA
Ready to retire with a reliable income flow?
Here's a sneak peek of everything you're going to learn inside this email course:
Day #1. A proven plan to an easy AliyahDay #2. How to never risk account closuresDay #3. Little-known retirement fact Olim learn too lateDay #4. The risk to filling for U.S. Social Security earlyDay #5. Three simple steps to stress-free estate planning
Disclaimer: Nardis Advisors LLC (“Nardis”) is a Registered Investment Advisory Firm regulated by the U.S Securities and Exchange Commission in accordance and compliance with applicable securities laws and regulations. Nardis does not render or offer to render personalized investment advice through this medium. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the Firm’s disclosure statement (Form ADV Part 2) and execution of an investment advisory agreement between the client and Nardis.
Thank you. The 1st lesson of the course is on its way to your inbox.
Book your free ‘Aliyah Clarity Call’ to secure access to your retirement savings and enjoy a smooth transition
Olim often aren’t sure what to expect when moving to Israel. On the call, we’ll address three key challenges:
Problem #1: We’ll determine where to establish custody over your assets without risking account closures.
Problem #2: We’ll plan for currency exchanges to minimize fees.
Problem #3: We'll help you avoid the biggest pitfalls when creating a will, ensuring your loved ones are cared for.
30 years of financial expertise, delivered in one call
⭐⭐⭐⭐⭐
Together, we'll cover:
A quick overview of your financial situation
Securing adequate healthcare coverage
Financial incentives available through Aliyah
Clear next steps for a smooth transition to Israel
Disclaimer: Nardis Advisors LLC (“Nardis”) is a Registered Investment Advisory Firm regulated by the U.S Securities and Exchange Commission in accordance and compliance with applicable securities laws and regulations. Nardis does not render or offer to render personalized investment advice through this medium. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the Firm’s disclosure statement (Form ADV Part 2) and execution of an investment advisory agreement between the client and Nardis.
Book your free ‘Aliyah Clarity Call’ to secure access to your retirement savings and enjoy a smooth transition
Olim often aren’t sure what to expect when moving to Israel. On the call, we’ll address three key challenges:
Problem #1: We’ll determine where to establish custody over your assets without risking account closures.
Problem #2: We’ll plan for currency exchanges to minimize fees.
Problem #3: We'll help you avoid the biggest pitfalls when creating a will, ensuring your loved ones are cared for.
30 years of financial expertise, delivered in one call
⭐⭐⭐⭐⭐
Together, we'll cover:
A quick overview of your financial situation
Securing adequate healthcare coverage
Financial incentives available through Aliyah
Clear next steps for a smooth transition to Israel
Disclaimer: Nardis Advisors LLC (“Nardis”) is a Registered Investment Advisory Firm regulated by the U.S Securities and Exchange Commission in accordance and compliance with applicable securities laws and regulations. Nardis does not render or offer to render personalized investment advice through this medium. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the Firm’s disclosure statement (Form ADV Part 2) and execution of an investment advisory agreement between the client and Nardis.
