Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1. Paying For A Wedding When Machatanim Disagree

2. Quote from Dwight Eisenhower

3. I’m genuinely terrified of a potential Harris' presidency. She has never run anything in her life and the main responsibility she has had as vice president was on border security, which she failed at miserably. Is there anything that gives you a sense of hope during these scary times?

4. Pros and cons of having guaranteed income in retirement?

5. My mom’s husband passed away. I heard she can claim her social security on his benefit? Does this make sense?

6. Based on your investment philosophy, what return assumptions do you shoot for?

7. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

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1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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