Broker Check

ParkBridge Webinar: "Women and Wealth: Challenges and Strategies for Female Clients."

March 14, 2024

ParkBridge Wealth Management hosted an informative and timely webinar this morning on "Women and Wealth: Challenges and Strategies for Female Clients."


It was presented by President & CIO, Jonathan I. Shenkman, AIF® to a national audience of accountants, attorneys, and investors.


You can WATCH the full webinar here.


(To get notified of upcoming live webinars, sign up at https://www.parkbridgewealth.com/webinars)


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Details:

o Topic: “Women and Wealth: Challenges and Strategies for Female Clients"


o Date: Thursday, March 14th 2024


o Host/Moderator/Speaker: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management


o Webinar Description: The percentage of women in the workforce has increased significantly over the past few decades. Furthermore, women own approximately 10 million businesses in the United States, which accounts for $1.4 trillion in receipts. The continued growth of financially successful women presents practitioners with an opportunity to address a unique set of planning circumstances that may not be as prevalent with male clients. This program will cover the themes, challenges, strategies, and best practices when working with highly successful women clients.