***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA ***

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. Talking points: Financial Planning Lessons To Empower Future Generations And Avoid Family Conflict

2. This week’s quote is from Leonardo da Vinci.

3. Are the Democrats better for the economy than Republicans since over the past year the market has hit multiple all-time highs?

4. What happens to my Health Savings Account (HAS) account when I die?

5. A friend reached out to me about her mom who isn’t doing well and her dad is trying to make sense of her finances. This includes arranging for an aid and making sense of her various annuities, retirement accounts, etc. Any advice where to start?

6. With the Fed lowering rates this week, should I rethink my money market funds position?

7. The investment firm I work with pays nothing on my cash. Any suggestion on how to get a better return on this money if I don’t want to move the funds to another firm?

8. Timely & Actionable Idea: Roth IRA Conversions

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