Episode 94: IN FOCUS: Where Good Estate Planning Equals Poor Elder Care Planning
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will go IN FOCUS where we cover more advan...
5 Helmi 202530min
Episode 93: Tax Season Is Upon Us
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including: 1. ...
29 Tammi 202518min
Episode 92: The "401(k) Trap"
***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Wher...
22 Tammi 202517min
Episode 91: IN FOCUS: Post-Election: The New World of Estate Planning
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will go IN FOCUS where we cover more advan...
15 Tammi 20251h
Episode 90: 7 Predictions For The Year-Ahead
***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Wher...
8 Tammi 202518min
Episode 89: IN FOCUS: International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will go IN FOCUS where we cover more advan...
1 Tammi 202530min
Episode 88: Success Lies In The Relentless Execution Of The Basics
***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: ...
25 Joulu 202418min
Episode 87: IN FOCUS: Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will go IN FOCUS where we cover more advan...
18 Joulu 202430min
