ParkBridge Investor Insights: 5 Ways Investors Can Match Their Investments With Their Values

Happy March!

Welcome to the?ParkBridge?Wealth Management monthly newsletter.?

Please find my content from the last month below, including:

· READ my recent articles

· WATCH my recent webinars

· SIGN-UP for my upcoming LIVE webinars

· SUBSCRIBE to my weekly podcast

· CHECK-OUT additional educational content

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]

Follow on: Instagram |?X |?YouTube |?LinkedIn |?ParkBridge Blog ????

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READ my recent articles/quotes (to read click on the link):

·????? Barron's: Forget ESG. 5 Ways One Advisor Helps Clients Match Their Investments With Their Values.

·????? The Jewish Press: Are Annuities A Good Investment?

·????? Forbes: Wealthy Families: Consider These Planning Ideas Before The “Sunset”

·????? The Jewish Press: The Golden Calf, Vanderbilts, And Touro Synagogue: Money Lessons From The Parsha

Check out ALL of my past articles here:?https://www.ParkBridgeWealth.com/articles

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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 ???

2/1/2024:?“Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”?featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law hosted by Jonathan I. Shenkman, AIF??Watch Video ?or?Read Transcript ??

1/16/2024:?“Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset” featuring Jay J. Scharf, Esq., LL.M, Partner, McDermott Will & Emery LLP and John S. Kiely, Esq. LLM, Counsel, McDermott Will & Emery LLP hosted by Jonathan I. Shenkman, AIF??Watch Video ?or?Read Transcript

1/4/2024:?“Long Term Care Costs and Options at Varying Degrees of Wealth”?featuring Elizabeth Forspan, Esq., Partner, Forspan Klear, LLP 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 ?

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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 48: IN FOCUS: “Women and Wealth: Challenges and Strategies for Female Clients"

Episode 47: The Golden Calf, Vanderbilts, and Touro Synagogue

Episode 46: IN FOCUS: “Estate Planning for U.S. Clients Who Have Descendants in Other Countries”

Episode 45: The Most Important Financial Decision: Who You Decide To Marry?????

Episode 44: IN FOCUS: “CRTs as “Stretch IRA” Substitutes”