ParkBridge Investor Insights: Children & Money: Timeless Strategies for The Next Generation"
Jonathan I. Shenkman, AIF?
President & Chief Investment Officer at ParkBridge Wealth Management
Happy July!
Welcome to the?ParkBridge?Wealth Management monthly newsletter.?
In this month’s newsletter I cover a wide range of topics including: Buying Nvidia, affording home construction, children & money, Rockefeller on giving, spending your nest egg, 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]
Follow on:?Instagram?|?X?|?YouTube?|?LinkedIn?|?ParkBridge?Blog?????
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READ my recent articles/quotes (to read click on the link):
Check out ALL of my past articles here:?https://www.ParkBridgeWealth.com/articles
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WATCH (or read) my recent webinars:
6/27/2024: “Children & Money: Timeless Strategies To Transmit to The Next Generation” featuring and hosted by Jonathan I. Shenkman, AIF?, President & CIO, ParkBridge Wealth Management Watch Video or Read Transcript
6/11/2024: “The Importance of Planning, Preparing and Protecting for Families Before & After Marriage” featuring Lisa S. Presser, Esq. and Brian M. Balduzzi, Esq. LL.M., MBA, CFP?, CEPA?, AEP of Faegre Drinker Biddle & Reath LLP hosted by Jonathan I. Shenkman Watch Video or Read Transcript ?
领英推荐
5/30/2024: “Qualifying as Qualified Small Business Stock (Section 1202)” featuring Andrew S. Katzenberg, Esq., LL.M. of ArentFox Schiff LLP hosted by Jonathan I. Shenkman 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 FALL webinars (to register click on the link):
Jonathan I. Shenkman will be moderating the “Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm.
This program is open to all!
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Topics include:
o Session # 1 (8:30am-9:30am) “Estate and Tax Planning Opportunities and Pitfalls for U.S. Citizens and Residents who Own Assets or Have Descendants in Israel” Presenter: Avi Z. Kestenbaum , Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP
o Session # 2 (9:45am-10:45am): "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" Panelists: Elizabeth Forspan, Esq., Forspan Klear LLP, Rabbi Daniel Z. Feldman, Yeshiva University, and Alan Secter, Yeshiva University.
o Session # 3 (11:00am-12:00pm): "Going to the Sunshine State? Things to know before you get burned: Considerations in Florida Planning” Presenters: Adina Lewis, Esq. and Lawrence Garbuz, Esq. at Lewis and Garbuz, P.C.
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Registration & program details: https://us02web.zoom.us/webinar/register/WN_WP2ew8i3QWiHq8hRGP99jw
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*CPAs and Attorneys in CT, NJ, and NY. CLE is in the category of professional practice and CPE is advisory services.
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 66: Should I borrow money from my 401(k) to invest in real estate?
Episode 65: HOT TOPICS with Martin Shenkman (Connely, ESG, Step transactions, Direct indexing, and CTA developments)
Episode 64: Rockefeller on Giving
Episode 63: IN FOCUS: “Children & Money: Timeless Strategies To Transmit to The Next Generation”