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 cover "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" featuring Elizabeth Forspan, Esq. of Forspan Klear LLP, Rabbi Daniel Z. Feldman of Yeshiva University and Congregation Ohr Saadya of Teaneck, and Alan Secter, Senior Director of Institutional Advancement at Yeshiva University.

Today’s show is a recording from Session # 2 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This panel discussion will cover timely and practical charitable giving strategies through the lens of Jewish law. Each panelist will cover philanthropy from their unique vantage point. This session will be informative for families who are charitably inclined and advisors who advise families on how to best leave a lasting legacy.

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

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

Hosted on Acast. See acast.com/privacy for more information.