Chai Times January/February 2020

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The Newsletter for Chai Care, a program of the Jewish Community Foundation of Broward County JAN/FEB 2020 | TEVET/SHEVAT/ADAR 5780

T H E

CONTENTS FROM THE DESK OF BOB SCHNEIDER

.............................................................. Page 2 MONEY MINDED

Entering the "Wealth Transfer Zone" .............................................................. Page 3 A PURPOSE -BUILT COMMUNITY, DESIGNED FOR YOU. DEFINED BY YOU

CHAIR’S position

VOL. 3, ISSUE 4

Chai Care Chair: Carol Lasek

How to Make

YourLife™ of Coconut Creek............. Page 4 A MOMENT WITH ROSE

.............................................................. Page 5 CHAI LIGHTING................................. Page 6 SEEN IN THE SCENE......................... Page 7 OUR MISSION STATEMENT

.............................................................. Page 8

a Year of Possibilities

I am a creature of habit.

Though I love having the family together for the Jewish High Holidays, the vast number of days dedicated to planning, cooking and hosting for Rosh Hashana and Yom Kippur threw off my rhythm.

I craved my routine: my morning coffee, my reading, my regular office hours and my daily swim.

After going to the supermarket daily instead of once a week, I longed for my regular schedule.

From all I have read, having a morning routine is a healthy choice. Making our beds, eat our oatmeal and squeezing in a workout allows us to start our day with intention and a small win for the rest of the day.

PROUDLY SPONSORED BY:

But are we too regimented?

Are we limiting our friendships, avoiding new foodie experiences or passing over opportunities which are outside of our comfort zones because we are satisfied with our lives? Or is it because change threatens to rock the predictability of our day?

Structure and predictability are good. Rigidity can be to our detriment. I am rethinking my routine and wondering if there are modifications I should consider. Is my workout giving me maximum benefit? Should I start ordering my groceries online instead of spending my time in line at the supermarket? Are there new authors I could be reading or new menu items I could add to my tried and true culinary repertoire?

My acupuncturist recently suggested I give up my morning lemon juice and try the vitamin-packed celery juice instead. It certainly is not the tastiest way to start my day, but with fresh kiwi, it could potentially work.

Let’s make 2020 more about possibilities than promises. An open mind does not necessarily mean closing doors. Together, let’s commit to REfresh, REboot and REstore our natural sense of adventure and REsist the urge to REmain in our comfort zone.

Looking forward to sharing my life revisions with you in the coming year.

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FROM THE DESK OF BOB SCHNEIDER At the start of the year, it is always 1. Attend an event! We have a important to look forward, craft multitude of events throughout the obtainable goals, and imagine year, including our Community, what the months ahead will bring.

Campaign, Celebration (CCC) As Board Chair, I appreciate the program on March 5th featuring hard work of the organization and guest speaker, Dr. Deborah E. celebrate the future and what lies Lipstadt, Dorot Professor of ahead. As we enter a New Year, I’d Holocaust Studies at Emory like to wish you and your family University, published author and happiness and good health.

Holocaust educator and antisemitism advocate for over 40 years. Register At the halfway point of our 2019today: www.JewishBroward.org/ 2020 Annual Campaign, it is good to portal/ccc20 evaluate what you hope to achieve in the months ahead. Are you looking to 2. Give your time! Volunteer at our Senior Centers or stock shelves at volunteer more? Have a voice for our our participating food pantries. Our community? Become a leader? Bring community partners are always in new donors? The list is endless! looking for extra hands. To learn more about our volunteer opportunities: I would like to share 2 ways to make www.jewishbroward.org/portal/ the most of the fresh start to 2020: volunteer-opportunities

Don’t be afraid to step out of your comfort zone.

Looking forward to an incredible year to come!

Sincerely, Bob Schneider Board Chair

Bridging the gap to the next generation At Bienenfeld, Lasek & Starr, LLC, every client, whether you are generation X, a baby boomer or a millennial, deserves great service and support. Our personable approach to comprehensive financial planning begins with our investment in you and then bridging the gap with your loved ones, your business, and your future. This is our mission and the reason why we are committed to helping you get the most out of your financial life now and generations yet to come.

It's also the reason we are proud to support the Jewish Federation of Broward County.

We are honored to be involved with an organization with a strong dedication to its community and a solid commitment to supporting Jewish Life all over the world.

Bienenfeld, Lasek & Starr, LLC 1000 Corporate Drive • Suite 600 Ft. Lauderdale, FL 33334 (954) 689-9484 • Fax (954) 491-1268 www.blsfinancial.com

Financial Planning • Life Insurance • Disability Income Insurance • Long Term Care Insurance • Annuities • Investments • Wealth Management

Securities, investment advisory and financial planning services offered through registered representatives of MML Investors Services, LLC Member SIPC. 1000 Corporate Drive Suite 700, Ft. Lauderdale, FL 33334. 954-689-9484. Bienenfeld, Lasek & Starr, LLC. and BLS Wealth Management, LLC are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.

CRN202106-249317 SOC7461 619

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MONEY MINDED

ENTERING THE 'WEALTH TRANSFER ZONE' You own a home, maybe two. You’ve amassed a sizeable nest egg, even as you continue to set professional goals. And you spend most weekends spoiling your grandkids or hope to soon if your millennial offspring ever settle down. Welcome to the “wealth transfer zone.”

Indeed, your financial picture looks vastly different during the pre-retirement years than it did when you were just starting out.

With a lifetime worth of savings at stake, it’s critical that retirement savers put plans in place to protect their assets, interests, and future legacy.

Wealth planning involves a comprehensive review of all the decisions that affect your finances as you progress into retirement, from housing choices and eldercare options to investment strategies and charitable goals. It also, of course, seeks to ensure that all estate planning documents are in place to protect your interests in the event that you become incapacitated, and ultimately provide for the tax-efficient transfer of assets to the next generation.

Effective wealth planning differs for each individual, depending on his or her unique financial picture and where they are in the wealth transfer zone.

During the pre-retirement years, for example, affluent families can begin the process of wealth planning by working with their financial professional to create a visual “road map” to identify significant issues and milestones ahead.

Wealth transfer planning prior to age 65 may also involve business succession planning and an analysis of health care and long-term care expense risks.

In the early years of retirement, affluent individuals should weigh the impact of a possible encore career or new business venture on both their financial and wealth transfer plans, and ensure their existing lifestyle, health care, and legacy plans still reflect their stated goals.

Bear in mind, the process involves far more than merely dollar signs.

Done correctly, a wealth transfer plan conveys your goals for future generations and clarifies the conditions upon which their inheritance will be distributed. It may also earmark causes and charities that will benefit from your estate, to ensure the family’s philanthropic legacy lives on.

Of course, loved ones must also understand the nuts and bolts of the plan.

Keep in mind, however, that a wealth transfer plan is not a static document. Rather, it must be monitored regularly and updated with every major life event, including a birth, death, or divorce, or a change in financial circumstances. By working closely with a trusted financial professional, affluent individual in the wealth transfer zone can help protect their assets and interests and ensure their legacy for future generations.

Michael Zager

Financial planner & Partner at Z Wealth Solutions Provided by Michael Zager, financial planner and Partner at Z Wealth Solutions, courtesy of Massachusetts Mutual Life Insurance Company (MassMutual).

A recognized industry professional, Michael brings over twenty-five years of experience and insight as he works to help ensure his clients are protected from the unforeseen and the foreseen. To learn more, visit: www.zwealthsolutions.com Michael Zager is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Z Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000. CRN202111-256567

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A Purpose-Built Community, Designed for You. Defined by You. Provided by: YourLife™ of Coconut Creek

At YourLife™ of Coconut Creek, we’ve created a lifestyle that is designed around our residents’ wants, preferences and needs.

Offering exceptional Memory Care, we focus all our energy, attention and resources to cater to each resident’s specific Memory Care needs while providing much-needed peace of mind to residents and their families. Each day, residents have access to an engaging lifestyle, a dedicated team of specialists and technology to help enhance daily life.

Built with Residents at Heart

YourLife™ of Coconut Creek feels like home while being expansive enough to meet the needs of each resident. With small, separate neighborhoods, they can feel safe in a familiar environment while roaming freely, visiting with friends and enjoying everything there is to offer.

A Caring Culture

Here, our YourLife™ Personal Care Specialists help each resident to live independent, dignified and fulfilling lifestyles. Taking their personal stories into account, we create personally inspired care plans designed to meet their goals and enhance their independence.

Technology to Enhance Support

With the help of technology, we are providing extra support, safety and fun. Our state-of-the-art Wellness Bands call for assistance and alert our team at the touch of a button, monitor health and track residents. Touch-screen TVs and tablets allow for education, entertainment and more while making real-time wellness and support a reality.

Give us a call today to learn more at 954-900-6174.

PERSONALLY INSPIRED MEMORY CARE YourLife ™ of Coconut Creek Memory Care was created with one purpose – to provide the most exceptional care and uplifting lifestyle to our residents. Memory Care is all that we do, so we focus all our energy, attention and resources on creating a community that caters to each resident’s needs while providing unequaled peace of mind for families.

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Partners

ZAHOR

WP Chai Care

Life & Legacy

Streng

Tzedakah

Latin

Needs

Heroes

Leaders

For more information, call Stacey Rubenfeld at 954-252-6942 or email srubenfeld@jewishbroward.org.

THURSDAY, MARCH 5, 2020 CHAI TIMES 5

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Professional Networks

Heroes

DR. DEBORAH E. LIPSTADT Lives Elderly Leaders register go to www.jewishbroward.org/portal/ccc20 FamilyTo Engage Jewish Uni ty

PRESENTED BY

Special Needs

Holiday

Join us for an empowering featuring Advocacy Security evening Explore

Isra

Broward

Needs

STRENGTH Responding OF COMMUNITY ENGAGEMENT

North

Identity

Foundation Heritage

COMMUNITY CAMPAIGN CELEBRATION

March of The Living

Federation Comunidad

Worldwide

Israel

Professional Networ

Orloff

East

API

Side

Herzl

Belonging

Nesher

Sharing

Caring

Leadership

Selflessness

JWF

Identity

JEWISH FEDERATION OF BROWARD Family COUNTY'S Enriching

BenGurion

Remember Tzedakah

Rose Boyarsky

Leaders YLD

Engage

Unity

COMMUNITY

PJ Library

Shalom

Volunteer

Strength

Holiday

Peoplehood Partners

Am Israel Chai!

Blessings for peace Closeness & caring for our families & people in need Dreams for fulfillments Exodus from exile To be filled with happy events Greatness & goodness to share Hope, happiness & health to all Israel we wish you peace Justice to be practiced Knowledge leads to success & kindness to respect Love, live & lets live Mother earth, thank you for all you're giving & feeding us Never give up Optimism helps to survive Papa knows best so listen to his advice Queen, every mother should be treated like a queen Rachmones Oh Dear G-d have mercy to your chosen people Sunshine is warm, but also can do harm Time & talent should no be wasted Useful, do good deeds Vacation, use it for your body & mind Wonderful, be optimistic you'll feel great Yes, 2020 hopes you'll bring peace to our troubled world Zionism, you are my inspiration

CELEBRATION

Support

Impact

COMMUNITY

On a lighter note, a moment with Rose

A B C D E F G H I J K L M N O P Q R S T U V W Y Z

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Their humble nature belies the magnitude of their support to the Jewish Federation of Broward County and contribution to its Jewish Community Foundation as Legacy members.

When learning about their qualification into Chai Care and the services encompassed within the program, acceptance came easily to Joe. He regularly visits and cares for his sole sister as she resides in a group Dr. Joe & Robbi Alexander home that can provide the aroundthe-clock assistance she requires with her special needs. But who will

Dr. Joe Alexander is the type of care for them as they age and their man to hold the door for passers-by needs change? and give just the right greeting to each one. His greatest cheerleader “For me, it is very important to have and wife, Robbi Alexander, is the the support system behind me to type of woman to give you a piece of advocate and make sure things are her heart and educated perspective taken care of - and taken care of that you hadn’t realized you needed. correctly,” he emphasizes.

The Alexanders win your heart over.

They, along with their spunky and social pup, Rocky, are so warm and welcoming that you are instantly swept up in their charm and personality!

The Alexanders found each other later in life through JDate and were happily married by Rabbi Jacobs of Ramat Shalom in March of 2012.

They have since lived in the vibrant community of Weston. He is an avid writer, creating short stories Care is something Dr. Joe Alexander and working on a new book, and took seriously in his career as a she enjoys mahjong, canasta and radiologist, specializing in diseases staying actively connected with the and cancer of the breast. His community. dedication goes beyond the patient room; he can’t help but provide professional feedback to all of his neighbors within the community who regularly bring him everything from health questions to diagnoses and mammography files.

Breast health is an important cause the whole family champions. Robbi is a breast cancer survivor herself and co-chaired a luncheon for survivors this past October. Her daughter, Blake Bergman Starr (wife to Mitchell Starr of Bienenfeld, Lasek & Starr), presented medals at the

CHAI LIGHTING

We are fortunate that we have our family and NOW we also have Chai Care!

function. Robbi’s compassion for others is exemplified in her daughter, who founded the non-profit We Finish Together as showcased in R ​ unner’s World Magazine​ . The non-profit provides hope and positivity, strength and connection to individuals facing deep personal challenges in their lives.

“People are basically good. Be kind.

Be good to one another,” Robbi advises. Although she is now retired from her work in psychotherapy, it remains her passion and lifestyle. She gives free therapy advice to everyone she knows, including her network of professionals. “Have empathy,” she says, “Have compassion. And have fun while doing it!” You can often find her at the mahjong tables doing just that!

Community is at the heart of the Alexanders life and this couple with wonderfully warm hearts give of themselves generously. Joe says of his wife, “When I ask where is Robbi, I go looking for people who would be sitting all alone with no one and that’s where I’ll find her,” he continued, “We are fortunate that we have our family and NOW we also have Chai Care. Thank G-d there’s something called Chai Care!”

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(L-R) Doug and Jodi Berman

(L-R) Peter and Caren Berg

Seen in the Scene

(L-R) Lindsey Glantz, Ariel Deray, Keith Epstein, Avi Simon, Sam Eppy

(L-R) Richard and Leslie Linevsky, Michael Balaban, Susan and Bob Schneider

(L-R) Mindy Schechter, Olgui Lowell, Jacqueline Gillman, Lital Shemesh, Sheri Fiske Schultz, Lori Margolis, Sierra Winston, Kim Freedman, Carolyn Shapir

(L-R) Nan Rich (Broward County Commissioner), Bob Schneider, Carolyn Shapir

(L-R) Jane L. Berman, Joan Esterson, Stephanie Swerdlow, Cheri Rothschild, Ghita Wolpowitz, Adrienne Fiske, Audrey Meline

(L-R) Amy Rosenberg, Robin Lebowitz, Anne Sopshin

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Pooled Special Needs Trust Pooled Special Needs Trust

Pooled Minors Trust Pooled Minors Trust

• Preservation of Government Benefits • Preservation of Government

• Court Appointed Professional TrusteeAppointed for MinorsProfessional • Court

Benefits for Naming remainder • Provision Beneficiary • Provision for Naming remainder

Trustee forTrustee Minors Partnering • Nonprofit with Local Charities • Nonprofit Trustee Partnering

Beneficiary • Ability to Accept First Party and Third Party FundsFirst Party and • Ability to Accept

with Localfor Charities • Flexibility Courts to Tailor Disbursement Guidelines and • Flexibility for Courts to Tailor Investment Criteria Disbursement Guidelines and

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2875 NE 191st St, Ste 500, Aventura, FL 33180 2875 NE 191st St, Ste 500, Aventura, FL 33180

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Our mission is to provide customized trustee and fiduciary services for minors and persons with disabilities.

We work to ensure the continuity of long-term and resources that improve lives of those we serve.

Our mission is to provide customized trustee support and fiduciary services for minors andthe persons with disabilities.

We work to ensure the continuity of long-term support and resources that improve the lives of those we serve.

Contact us today for more information about Chai Care, Esther Cohen, Chai Care Director at O: 954-252-6952 C: 954-770-9876 or ecohen@jewishbroward.org.

WE AT CHAI CARE...

Provide a holistic, donor-centered approach to advocating for older adults who are facing the challenges of aging, disability or injury. Chai Care assures that donors receive valuable, cost-effective care and an array of services that arise from health and medical related issues through the aging process. Chai Care helps donors and their loved ones understand the options and costs relevant to managing their daily lives.

Bob Schneider | Board Chair Bill J. Gross | Chair, Jewish Community Foundation Carol Lasek | Chair, Chai Care Michael Balaban | President and Chief Executive Officer Keith Goldmann | Chief Philanthropy Officer Esther Cohen | Director, Chai Care

OF BROWARD COUNTY

@JEWISHBROWARD WWW.JEWISHBROWARD.ORG

JEWISH FEDERATION OF BROWARD COUNTY 5890 South Pine Island Road • Davie, FL 33328 ■ 954-252-6900

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