This morning I presented in front of a national audience of CPAs, attorneys, and high-net-worth investors on the topic of “Children & Money: Timeless Strategies To Transmit To The Next Generation.”
You can WATCH the full video here.
#JonathanOnMoney#ParkBridgeWealth#Investing
Details:
o Topic: “Children & Money: Timeless Strategies To Transmit to The Next Generation”
o Date: Thursday, June 27th 2024
o Host/Speaker: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management
o Webinar Description: In this webinar, the speaker 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.