ParkBridge Investor Insights: The Great Earthquake Of 2024 and Lessons For Financial Preparedness
Jonathan I. Shenkman, AIF?
President & Chief Investment Officer at ParkBridge Wealth Management
Happy May!
Welcome to the?ParkBridge?Wealth Management monthly newsletter.?
In this month’s newsletter I cover a wide range of topics including: Lessons for financial preparedness, The intersection of psychology, and investing Financial planning for Orthodox Jews, and more.
Scroll down to:
· 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):
领英推荐
Check out ALL of my past articles here:?https://www.ParkBridgeWealth.com/articles
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WATCH (or read) my recent webinars:
5/16/2024: “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent” featuring Marc Misthal, Esq. and Michelle Yeung, Esq. of Offit Kurman hosted by Jonathan I. Shenkman, AIF? Watch Video or Read Transcript
5/2/2024: “Hot Topics in NYS/NYC Residency and Personal Income Taxes” featuring Timothy P. Noonan, Esq. of Hodgson Russ LLP hosted by Jonathan I. Shenkman, AIF? Watch Video or Read Transcript ??
4/18/2024: “The Latest and Greatest in Aggressive Tax Strategies” featuring Matthew E. Rappaport, Esq., LL.M. of Falcon Rappaport & Berkman LLP 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 # 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 56: ParkBridge Turns Two! Reflections On Being a Business Owner
Episode 55: IN FOCUS: “Hot Topics in NYS/NYC Residency and Personal Income Taxes”
Episode 54: The Intersection of Psychology and Investing
Episode 53: IN FOCUS: “The Latest and Greatest in Aggressive Tax Strategies"
Episode 52: Episode 52: Today Is My Birthday! 39 Personal Finance Lessons In Honor Of My 39th Birthday