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 episode, we are joined by Amy C. O’Hara, Esq., CELA a Partner at Littman Krooks LLP based in Westchester, NY. Amy will be speaking on the topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”

This program will detail the basic rules of eligibility for these public benefits programs, including how to apply and whether any income and asset limit rules apply for each benefit.

***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

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