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Webinar Replays

Missed one of our Webinars? Listen when it's convenient for you, by clicking one of the replay links below. 


May 5, 2020

Webinar: Saving & Investing for College

Are you still trying to put aside money for college? If so, we'll discuss:

-Different ways to save for college & the pros and cons of each

-Impact on financial aid of each of these options 

-Tax impact of each of these options

For those who have existing investments for college, what should you do now, amid Covid-19? We'll discuss:

-Overview of the current market 

-Strategies for going forward - Hold? Sell? Invest more? 

Click here to listen to a replay of this webinar.


May 1, 2020

Webinar: Economic Update and RMDS

-The current economic conditions.

-Investment Strategies for a volatile stock market.

-Required Minimum Distributions for 2020.

-Current office logistics and set up.

Click here to listen to a replay of this webinar.

 

April 14, 2020

Webinar: CARES Act and Current Economic Update

-The current economic conditions.

-The CARES Act and how it may affect you.

-How our office is working remotely and continuing to meet our client's needs.

Click here to listen to a replay of this webinar.