The Jewish Community Foundation of MetroWest NJ’s Annual Fall Financial Seminar will examine the use of real estate and other assets as part of a planned-giving portfolio.

Golden Opportunities: Doing Well & Doing Good will be held Friday, Oct. 27, at the Alex Aidekman Family Jewish Community Campus, Whippany, from 8 a.m. to 2:30 p.m.

“Part of the JCF mission is to educate our donors, to make them more savvy and aware of what the opportunities are that they might want to take advantage of,” said Marsha Atkind, manager of Philanthropic Initiatives of United Jewish Communities of MetroWest NJ.

The first session, Gold in the Ground: A Practical Approach to Charitable Gift Transactions Through Real Estate, is open to investment and planned-giving professionals, such as insurance agents, lawyers, and accountants. The second segment, which is open to the public, will consider Effective Income and Investment Planning with Charitable Gifts: Using Your IRAs for Charitable Giving Under the New Law and Other Techniques. Neal P. Myerberg, an attorney and lead principal in Myerberg Shain Capital Advisors LLC, will be the guest speaker for both sessions.

This year’s seminar adds a third component, What Every Woman Should Know About Her Family’s Finances. Sandra Brown Sherman, a specialist in tax/trusts and estates planning, will lead the session, which is cosponsored by JCF, the Jewish Women’s Foundation of NJ, and UJC’s Women’s Department.

“Many, many, many women are not on top of their family’s finances,” said Atkind. “They don’t know the location of important documents. They don’t know the investment vehicles and how their money is being used. They don’t know how much it costs them to live. And these may be very sophisticated career women, who just, within the context of their family, abdicate that responsibility to their husbands. And then when they are widowed or divorced — which the great majority of women are at one point in their lives — they’re lost and they’re frightened. So this is a chance to educate women about what they need to know.”

Steven Fishman of Montclair and Stephanie Sherman of Flanders serve as the seminar’s cochairs.