***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program Information here. ***

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) Someday You Will Have to Spend Your Nest Egg. Why You Need to Plan Ahead for That

2) Quote from Albert Einstein.

3) Should I buy a home or invest in my 401k? Where is a better place to put my money?

4) I’ve had two relatives ask to borrow money. I have the money but want to be sure they view it as a real loan, not a gift. What’s your advice on how to handle this?

5) I am moving my father into an independent living community. What type of investment strategy do you recommend in this scenario?

6) Should I give my money to my local bank to manage?

7) How effective is back testing to determine if a portfolio makes sense?

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.