Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s show, Jonathan Shenkman will share my thoughts on “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”

In this episode, Jonathan Shenkman will explore how an individual’s approach to managing their personal finances is shaped by a myriad of influences. These may include one’s upbringing, community, social circles, and religious beliefs. Another, often overlooked, factor is one’s level of wealth. For ultra-high-net-worth families, financial planning techniques and their relationship with money may differ. Jonathan will review these mistakes/misconceptions from years of working with high-net-worth families. He will also offer practical ideas on how to overcome these hurdles to success.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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