***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we are joined by Elizabeth Forspan from Forspan Klear LLP based in Great Neck, NY. Elizabeth will be discussing “Overcoming Estate and Elder Care Planning Hurdles.”
By way of background, this program will cover common estate and elder care planning hurdles that clients face and how attorneys, CPAs and financial advisors can help overcome them. She will also present an in-depth update on the recent Medicaid planning changes, as well as some trends in the estate and elder care planning arena.
***UPCOMING LIVE WINTER WEBINAR: My next webinar continues on Thursday, February 12th featuring Lawrence Garbuz, Esq. of Lewis and Garbuz AND Boaz Feinberg of Arnon, Tadmor-Levy, who will be speaking on the topic “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” The program will also offer CLE & CPE credit for those who are interested. You can register here: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
","author_name":"Jonathan On Money"}