Broker Check

Watch my recent webinar on “Selecting an Asset Protection Plan – Strategies and Pitfalls"

December 14, 2023

I enjoyed hosting this morning's webinar featuring the K. Eli Akhavan who presented on “Selecting an Asset Protection Plan – Strategies and Pitfalls.”

The program was given to a national audience of attorneys, CPAs, wealth advisors, and high-net-worth investors.

The program was well received and a great way to end the year. If you'd like to be notified of my future webinars in 2024, drop me a DM.

Watch it here: https://www.youtube.com/watch?v=WxLq3G3LdBA

#ParkBridgeWealth#WealthManagement#Investing#YearEnd#Taxes#EstatePlanning#JonathanShenkman#money#financialplanning#Jewish#Kosher

Details:

o Topic: “Selecting an Asset Protection Plan – Strategies and Pitfalls”

o Date: Thursday, December 14th 2023

o Time: 8:30am (program is approximately 30 minutes)

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

o Speaker: K. Eli Akhavan, Esq., LL.M, Partner, GHSK LLP

o Seminar Description: In this informative program, the presenter will discuss the complex landscape of choosing the optimal jurisdiction for asset protection. The webinar will cover the factors to consider such as legal protections, structuring opportunities, and tax implications. Real-world examples will be provided, showcasing how to evaluate jurisdictions effectively and to avoid legal and ethical pitfalls. The information will be helpful for attorneys and accountants who represent clients in high-risk businesses.