ParkBridge Investor Insights: 39 Personal Finance Lessons In Honor Of My 39th Birthda
Jonathan I. Shenkman, AIF?
President & Chief Investment Officer at ParkBridge Wealth Management
Happy April!
Welcome to the?ParkBridge?Wealth Management monthly newsletter.?
In this month’s newsletter I cover a wide range of topics including: 39 personal finance lessons in honor of my 39th birthday, tribute to Daniel Kahneman, financial rules of thumb, women & wealth and more.
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Questions, comments, or looking for advice, reach out via e-mail:?[email protected]
Have a great month!
Sincerely,
Jonathan
Jonathan I. Shenkman, AIF?
President | Chief?Investment?Officer
ParkBridge?Wealth Management?
7600 Jericho Turnpike, Suite 302 | Woodbury, NY 11797
P: (201) 575-6275 |?[email protected]
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WATCH (or read) my recent webinars:
3/14/2024:?“Women and Wealth: Challenges and Strategies for Female Clients”?hosted and presented by Jonathan I. Shenkman, AIF?, President & CIO,?ParkBridge?Wealth Management?Watch Video?or?Read Transcript??
2/29/2024:?"Estate Planning for U.S. Clients who own assets in other countries (with a special focus on Israel)"?featuring Avi Z. Kestenbaum, Esq., LLM, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP hosted by Jonathan I. Shenkman, AIF???Watch Video?or?Read Transcript
2/15/2024:?“CRTs as “Stretch IRA” Substitutes”?featuring Evan Unzelman, Chief Executive Officer, CRT Experts LLC hosted by Jonathan I. Shenkman, AIF??Watch Video?or?Read Transcript???
Never miss a webinar by SUBSCRIBING to my YouTube channel:?https://www.youtube.com/@JonathanOnMoney
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SIGN-UP for my upcoming SPRING webinars (to register click on the link):
Webinar # 1:?4/18/2024 @ 8:30am on?“The Latest and Greatest in Aggressive Tax Strategies”?featuring Matthew E. Rappaport, Esq., LL.M., Vice Managing Partner, Falcon Rappaport & Berkman LLP. Register here:?https://us02web.zoom.us/webinar/register/WN_9sLTEmL_Qhi5J2mcYK_iHw??
?Webinar # 2:?5/2/2024 @ 8:30am on?“Hot Topics in NYS/NYC Residency and Personal Income Taxes”?featuring Timothy P. Noonan, Partner, Hodgson Russ LLP. Register here: ?https://us02web.zoom.us/webinar/register/WN_YbeBNFiiSUauuc98HBvc4A
?Webinar # 3:?5/16/2024 @ 8:30am on?“Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent” (1 CLE/1 CPE for Attorneys/CPAs in CT/NJ/NY)?featuring Marc Misthal, Principal, Offit Kurman and Michelle Yeung, Associate, Offit Kurman. Register here:?https://us02web.zoom.us/webinar/register/WN_RaOQMrp3RkGSfUBPKlHTWA
?Webinar # 4:?5/30/2024 @ 8:30am on?“Qualifying as Qualified Small Business Stock (Section 1202)”?featuring Andrew S. Katzenberg, Esq. LL.M., Partner, ArentFox Schiff LLP. Register here:?https://us02web.zoom.us/webinar/register/WN_lkVPq39YQWKOscX-UGi_dw
?Webinar # 5:?6/11/2024 @ 8:30am on?“Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries”?featuring Lisa S. Presser, Partner, Faegre Drinker Biddle & Reath LLP and Brian M. Balduzzi, Associate, Faegre Drinker Biddle & Reath LLP. Register here:?https://us02web.zoom.us/webinar/register/WN_ELVvl2yJQayKWlefGWVIOg
?Webinar # 6:?6/27/2024 @ 8:30am on?“Children & Money: Timeless Strategies To Transmit to The Next Generation”?featuring Jonathan I. Shenkman, AIF?, MBA, President & CIO,?ParkBridge?Wealth Management. Register here:?https://us02web.zoom.us/webinar/register/WN_wXWJq1UoQ1K_xJ8Wj8HtGA
Want to be notified of ALL my upcoming webinars? SIGN-UP for my webinar distribution list here:?https://www.ParkBridgeWealth.com/webinars
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Podcast: SUBSCRIBE to the “Jonathan On Money” podcast by clicking on link:?Apple Podcasts,?Spotify,?or?Listen on my website
Description: “Jonathan On Money” explores various timely topics in the field of personal finance and its intersection with Jewish life. Recent Episodes include:
Episode 51: Personal Finance Rules Of Thumb (With A Frum Twist)
Episode 50: Are Annuities A Good Investment?
Episode 49: ESG investing - Matching Investors Portfolios With Their Values.
Episode 48: IN FOCUS: “Women and Wealth: Challenges and Strategies for Female Clients"