Finance 65+: confident control over bills and benefits
The course is designed specifically for older Russian-speaking repatriates.
Calmly and thoughtfully, step by step, we work through bills, benefits and digital services in Israel.
About the course
The programme consists of 8 practical sessions of 2.5 hours each
We learn from real-life examples:
- Keeping a budget
- Paying bills safely
- Claiming the benefits you are entitled to
- How not to fall victim to fraud
- Using banking apps and government services
All sessions are led by Russian-speaking specialists — experts in financial consulting
The format in brief:
- 01 8 sessions
- 02 Russian-speaking lecturers
- 03 hands-on practice with apps
- 04 support from volunteers
At the end of the course every participant receives a bonus — a personal consultation as a gift!
Course content
The programme consists of 8 practical sessions with leading experts
-
1
A general introduction to financial literacy
Lecturer: Yarik Morgan
The first session lays the groundwork for the course. Participants get to know the key concepts of financial literacy — what a personal budget is, insurance, how the pension system works in Israel, income and expenses, financial goals and habits.
- why financial literacy matters in everyday life
- types of insurance (health, property, life)
- how the Israeli pension system is set up
-
2
Your rights in financial matters
Lecturer: Tanya Berlin
Consumer rights and dealing with government bodies (Bituach Leumi, the municipality and others).
-
3
Inheritance and estate matters
Lecturer: Yarik Morgan
The basics of Israeli inheritance law, drawing up wills and preventing family conflicts.
-
4
Banks and digital services
Lecturer: Yarik Morgan
How to use online banking and digital apps, and how to protect your data.
-
5
Financial stability in later life
Lecturer: Alexander Kudinov, from Igor Lupinsky's team and the "Where Is My Money" school
Budget planning and managing expenses.
-
6
Practical financial literacy
Lecturer: Alexander Kudinov, from Igor Lupinsky's team and the "Where Is My Money" school
Modern banking tools, digital security and protecting your money.
-
7
Cyber fraud
Lecturer: Mordechai Golubev, cybersecurity expert
The main online fraud schemes and practical advice on protecting your personal data.
-
8
Phone fraud
Lecturer: Mordechai Golubev, cybersecurity expert
How to recognise fake calls from "banks" or "security services" and how to respond.
Who is this course for?
This course was created for you if you are a Russian-speaking repatriate aged 65+ and you want to:
- Stop being afraid of online payments and government services
- Know exactly which benefits and discounts your family is entitled to
- Finally make sense of your bills and statements
- Feel confident about financial matters in Israel
What will you learn?
The main result is your peace of mind and confidence
- You will understand where your money goes and be able to keep a budget without stress
- You will finally make sense of your bills and learn how to check charges
- You will use online banking and government services confidently and on your own
- You will learn where to find and how to claim the benefits and allowances you are entitled to
- You will draw up your own financial plan: clear spending and savings for the months ahead
- You will be able to spot fraudulent calls yourself and learn how to end a "dangerous" conversation
- You will easily make sense of bank and non-bank offers for credit and loans, and learn to calculate the real cost of debt
Our lecturers: complex ideas in plain language
The groups are led not simply by specialists but by experts and leaders in financial consulting who specialise in working with Russian-speaking residents of Israel. We deliberately chose people for the course team who know how — and love — to translate complicated bureaucratic language into something anyone can understand.
- 01 Family finance advisers
- 02 Experts in digital security and online banking
- 03 Insurance and pension advisers
- 04 Lawyers and social rights specialists
Every session —
- Minimum theory — only what really matters!
- Maximum practical examples and real-life cases.
Get the course programme
We will send you the detailed programme of all eight sessions — by email or on WhatsApp.
We invite you to partner with us
We invite banks, pension funds, insurance and credit companies to work with us.
Your support helps older people avoid financial traps and keep their confidence and independence. Together we strengthen the Russian-speaking community's trust in your brand and create real social impact.
Sign up for the course in your city
Leave your contact details — we will get in touch, confirm the details and find a group that suits you.