Episode # 84 of "Jonathan On Money" just dropped! In this episode we go IN FOCUS where we cover more advance wealth planning topics. Today, we are privileged to have Krista Fenske an attorney at law firm Cole Schotz P.C. based in Hackensack, NJ who will discuss "To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors." You can listen on my website or wherever you get your podcasts. #JonathanOnMoney
ParkBridge Wealth Management
投资管理
Independent financial advisory firm that provides planning, investment, and retirement solutions to our clients.
关于我们
ParkBridge Wealth Management (PWM) is an independent financial advisory and money management firm that provides comprehensive and personalized financial planning, investment management, and retirement planning solutions to our clients. PWM serves as a fiduciary to our clients where we specialize in developing creative retirement saving strategies for high earners, managing the proceeds from the sale of a business or other major liquidity event, and generating tax efficient cash flow to meet a client’s income needs. Additionally, PWM prides itself in collaborating our client’s other trusted advisors to help facilitate and manage various tax, estate, and financial planning strategies. PWM has extensive experience working with clients that have experienced a challenging life event including the dissolution of a family business, leaving a long-time employer, divorce, death of a spouse, or issues related to aging, chronic illness, or cognitive health. Often times, we serve as the financial point person in such situations to help the family hire the right team of advisors to get their investments and financial planning in order. A strong proponent of giving objective advice, PWM doesn’t have any proprietary products to “sell” to our clients. Rather, we believe in giving holistic wealth planning guidance, which includes working with outside asset management firms to provide the most appropriate solution for our clients’ needs. Additionally, PWM’s prudent philosophy towards managing money includes not chasing the latest fad, exotic investment strategy, or exclusive deal that may sour. We believe our judicious approach towards managing risk helps clients’ portfolios withstand the test of time for the benefit of their beneficiaries and future generations.
- 网站
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https://www.ParkBridgeWealth.com/
ParkBridge Wealth Management的外部链接
- 所属行业
- 投资管理
- 规模
- 1 人
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Wealth Management、Investment Management、Financial Planning和Retirement Solutions
动态
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I enjoyed hosting today's ParkBridge FALL webinar series on “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End” featuring Me, Jonathan I. Shenkman. We were joined by a national audience of accountants, attorneys, and high-net-worth investors. You can find the recording: https://lnkd.in/eHqPZ_ir #JonathanOnMoney #ParkBridgeWealth #EstatePlanning
Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End
https://www.youtube.com/
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***UPCOMING LIVE WEBINAR: TOMORROW, November 26th at 8:30am (New York time) featuring ME, Jonathan I. Shenkman, AIF?, on the topic of "Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.” Register: https://lnkd.in/eU2EK4Ey #JonathanOnMoney o Topic "Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End” Description o Date: Tuesday, November 26th 2024 @ 8:30am (30 minute program) o Host/Speaker: Jonathan I. Shenkman, AIF?, President & CIO, ParkBridge Wealth Management o Webinar Description: This program will aim to cover a variety of financial planning topics related to year-end planning. The goal is for attendees to pick up at least a nugget or two to apply to their own life or practice before the end of 2024. Material covered includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for our current interest rate environment, AND impact of the 2024 presidential election. This webinar is geared towards accountants, attorneys, and other trusted advisors who work with high-net-worth clients. It is also suitable for experienced investors that are comfortable with covering a variety of sophisticated wealth planning topics.
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Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss lending money to family and friends. This video will discuss the importance of factoring in incentives and knowing when to say no! #JonathanOnMoney #ParkBridgeWealth #Investing ~~~~~~~~~~~~~~~~~ Stay connected: 1) Questions? Comments? Media inquiries? Reach out to [email protected] 2) Signup for my monthly NEWSLETTER either through e-mail here: https://lnkd.in/ejxUpF45 3) Get notified of upcoming live WEBINARS: https://lnkd.in/ekS-6i33 4) FOLLOW on Instagram | X | YouTube | LinkedIn: @JonathanOnMoney 5) Listen to my weekly PODCAST also called “Jonathan On Money” (available wherever you get your podcasts)
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Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss lending money to family and friends. This video will discuss the importance of establishing a repayment plan. #JonathanOnMoney #ParkBridgeWealth #Investing ~~~~~~~~~~~~~~~~~ Stay connected: 1) Questions? Comments? Media inquiries? Reach out to [email protected] 2) Signup for my monthly NEWSLETTER either through e-mail here: https://lnkd.in/ejxUpF45 3) Get notified of upcoming live WEBINARS: https://lnkd.in/ekS-6i33 4) FOLLOW on Instagram | X | YouTube | LinkedIn: @JonathanOnMoney 5) Listen to my weekly PODCAST also called “Jonathan On Money” (available wherever you get your podcasts)
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Check out my article this week in The Jewish Press on "Lech Lecha: The Oldest And Most Effective Financial Planning Strategies." Article:?https://lnkd.in/et32UcTZ Enjoy! #JonathanOnMoney #ParkBridgeWealth #Investing
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I enjoyed hosting today's ParkBridge FALL webinar series on “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility” featuring guest presenter Amy C. O'Hara, Esq., CELA, Partner, Littman Krooks LLP. We were joined by a national audience of accountants, attorneys, and high-net-worth investors. You can find the recording: https://lnkd.in/efvG5J8k #JonathanOnMoney #ParkBridgeWealth #EstatePlanning Details: o Topic: “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility” o Date: Thursday, November 14th 2024 o Host/Moderator: Jonathan I. Shenkman, AIF?, President & CIO, ParkBridge Wealth Management (Questions? Comments? Contact: [email protected]) o Speaker: Amy C. O’Hara, Esq., CELA, Partner Littman Krooks LLP o Webinar Description: This presentation will detail the basic rules of eligibility for these public benefits programs, including how to apply and whether any income and asset limit rules apply for each benefit.
Fundamentals of SSI, SSDI, Medicaid, and Medicare Eligibility
https://www.youtube.com/
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Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss lending money to family and friends. This video will discuss setting an appropriate interest rate when lending money. #JonathanOnMoney #ParkBridgeWealth #Investing ~~~~~~~~~~~~~~~~~ Stay connected: 1) Questions? Comments? Media inquiries? Reach out to [email protected] 2) Signup for my monthly NEWSLETTER either through e-mail here: https://lnkd.in/ejxUpF45 3) Get notified of upcoming live WEBINARS: https://lnkd.in/ekS-6i33 4) FOLLOW on Instagram | X | YouTube | LinkedIn: @JonathanOnMoney 5) Listen to my weekly PODCAST also called “Jonathan On Money” (available wherever you get your podcasts)
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Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss lending money to family and friends. This video will discuss doing your due diligence. #JonathanOnMoney #ParkBridgeWealth #Investing ~~~~~~~~~~~~~~~~~ Stay connected: 1) Questions? Comments? Media inquiries? Reach out to [email protected] 2) Signup for my monthly NEWSLETTER either through e-mail here: https://lnkd.in/ejxUpF45 3) Get notified of upcoming live WEBINARS: https://lnkd.in/ekS-6i33 4) FOLLOW on Instagram | X | YouTube | LinkedIn: @JonathanOnMoney 5) Listen to my weekly PODCAST also called “Jonathan On Money” (available wherever you get your podcasts)
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Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss lending money to family and friends. This video will discuss the importance of making it official. #JonathanOnMoney #ParkBridgeWealth #Investing ~~~~~~~~~~~~~~~~~ Stay connected: 1) Questions? Comments? Media inquiries? Reach out to [email protected] 2) Signup for my monthly NEWSLETTER either through e-mail here: https://lnkd.in/ejxUpF45 3) Get notified of upcoming live WEBINARS: https://lnkd.in/ekS-6i33 4) FOLLOW on Instagram | X | YouTube | LinkedIn: @JonathanOnMoney 5) Listen to my weekly PODCAST also called “Jonathan On Money” (available wherever you get your podcasts)