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Episode 76 of "Jonathan On Money" just dropped!

October 02, 2024

Episode # 76 of "Jonathan On Money" dropped!


This week we go IN FOCUS” to explore more advanced wealth planning topics.

Today’s show is a recording from session # 2 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium.


Today, we will cover "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" featuringElizabeth Forspan, Esq.of Forspan Klear LLP,Rabbi Daniel Z. Feldmanof Yeshiva University and Congregation Ohr Saadya of Teaneck, andAlan Secter, Senior Director of Institutional Advancement at Yeshiva University.


You can listen wherever you get your podcasts!


#JonathanOnMoney #ParkBridgeWealth #Investing


Details:

JoinJonathan I. Shenkman, President & CIO ofParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will cover "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" featuringElizabeth Forspan, Esq.of Forspan Klear LLP,Rabbi Daniel Z. Feldmanof Yeshiva University and Congregation Ohr Saadya of Teaneck, andAlan Secter, Senior Director of Institutional Advancement at Yeshiva University.

Today’s show is a recording from Session # 2 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This panel discussion will cover timely and practical charitable giving strategies through the lens of Jewish law. Each panelist will cover philanthropy from their unique vantage point. This session will be informative for families who are charitably inclined and advisors who advise families on how to best leave a lasting legacy.

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