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

This webinar is designed to provide accurate & authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

Post Pandemic Planning

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:

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