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A gradient blue background with grid lines features the text "UJA" in the top left corner, followed by "PLANNING WITH PURPOSE: Practical Financial Strategies" in white and blue fonts, with a graphic o

Date

Wednesday, July 8, 2026
7:30–9:00 PM

Location

North York (exact location to be shared with registrants)

Cost

Ticket Price: $18

Join UJA on Wednesday, July 8, for Planning with Purpose: Practical Financial Strategies. This session is designed to help individuals and families learn about how they can make smarter financial decisions and plan for their future with confidence. Our expert speakers—Josh Benchetrit, Sarah Brown, Jordana Robinson, and Brittany Sud — will share timely strategies and practical insights on important financial topics, including insurance planning, income splitting, wills and estate planning, and reducing the cost of tuition for Jewish education.

 

​Whether you’re planning for your family’s future, looking to optimize your finances and investments, or simply want to stay informed about today’s financial landscape, this gathering will provide valuable guidance and actionable advice.

 

Date: Wednesday, July 8, 2026

Time: 7:30–9:00 PM

Location: North York (Address to be shared prior to event with registered guests)

Ticket Price: $18

 

Light refreshments will be provided | Kashrut observed

 

For more information, please contact Marni Blustein at [email protected].

 

EVENT CHAIR: 
Rob Handelman, CEO at Staff Relief Healthcare Services Inc 

SPEAKERS

Reducing the cost of Jewish Tuition
Josh Benchetrit
Founder, BenchCap

Josh Benchetrit is the Founder of BenchCap. Drawing on over a decade of experience advising on more than $5B in assets for family offices, he specializes in bringing institutional-grade alternative assets and endowment-style portfolio design to private clients. As a Chartered Financial Analyst (CFA), Chartered Professional Accountant (CPA), and CIPM charterholder, Josh acts as the orchestrator for his clients' financial needs, seamlessly bridging the gap between high-level investment management, tax structuring, and rigorous performance evaluation.

Do you have too much insurance?
Sarah Brown
Partner, Al G. Brown & Associates

At her firm, which involves life insurance and estate planning so that clients can use their wealth to fulfil the purpose they value most, Sarah Brown is responsible for all aspects of the client experience, including maintaining and cultivating client relationships, and is also in charge of the firm’s marketing. Sarah is very passionate about helping clients fulfil their charitable legacy. In addition to sitting on the Professional Advisory Committee for the Jewish Foundation of Greater Toronto, she is co-chair of the Lion of Judah Endowment Committee at UJA Federation.

Income splitting techniques to keep more!
Jordana Robinson
Partner, Tax, Crowe Soberman LLP

Jordana is a Partner in the Tax Group at Crowe Soberman. She advises high-net-worth individuals, privately held businesses, and estates and trusts on a broad range of tax compliance and planning matters. Known for her ability to simplify complex tax concepts, she provides clear, practical guidance that helps clients make informed decisions and achieve sustainable success.

What happens if I don’t have a will?
Brittany Sud
Counsel, Torkin Manes LLP

Brittany Sud is counsel in the Private Client Services Group at Torkin Manes, where she specializes in estates, trusts, and related tax matters. She advises high-net-worth individuals, entrepreneurs, and professionals on estate planning, tax strategies, probate planning, disability planning, and philanthropic giving, helping clients align their financial objectives with their long-term personal goals. A qualified Trust and Estate Practitioner, Brittany is also a recognized speaker who regularly presents at industry conferences and seminars on trusts and estates matters.