• Episode 63: IN FOCUS: “Children & Money: Timeless Strategies To Transmit to The Next Generation”

  • Jul 3 2024
  • Length: 31 mins
  • Podcast

Episode 63: IN FOCUS: “Children & Money: Timeless Strategies To Transmit to The Next Generation”

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  • Summary

  • 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 cover “Children & Money: Timeless Strategies To Transmit to The Next Generation” featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management Based in New York.

    In today’s show, I will draw on years of experience advising high-net-worth families, to discuss the most important financial lessons that every parent should convey to their children regardless of level of wealth. This timeless framework will help lay the foundation for our children’s financial future, while also benefiting society and generations to come.

    Stay connected:

    1) Questions? Comments? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog


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