
Post Pandemic Planning
While the COVID-19 pandemic is far from over, the calming of the crisis-phase in recent months can begin to be felt. Post Pandemic Planning focuses on a view of your financial plan encompassing lessons from the pandemic that reframes possible blindspots for clients. It includes:
• Reducing/Reframing Risk & Returns
• Shoring-Up Baseline Retirement Income
• Being Patient with Cash
• Re-Visiting Tax Efficiency
• Monitoring Your Electronic Financial Footprint
• Reviewing Your Estate Documents
Webinar Replay Available Below