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Jonathan I. Shenkman
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Jonathan I. Shenkman is the President & Chief Investment Officer of ParkBridge Wealth Management. Join Jonathan as he hosts various guests to explore timely topics in wealth management. Each session is packed with practical/actionable information. A must watch for practitioners in the field of wealth management including T&E attorneys, CPAs, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers. Also, a great source of content for sophisticated investors looking to expand their knowledge base. Website: https://www.parkbridgewealth.com/ Podcast: https://www.parkbridgewealth.com/podcasts Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Shenkman Wealth Management and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. Go to ParkBridgeWealth.com to learn more.
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Practical Planning Tip: Retirement and Interest Falling Rates - Part 1
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