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Understanding The Market During A Pandemic

September 23, 2020 @ 1:30 PM - 2:00 PM






Uncertainty in the equity and fixed income markets have left many Financial Professionals with challenges when planning with clients for a secure retirement. Join us to learn about 5 fundamental planning strategies that are available to discuss with clients. This presentation will cover:

■ Retirement Related Relief for COVID-19 Impacted Individuals
■ IRA Distribution Strategies After the SECURE Act
■ Gift and Estate Planning Strategies
■ Investment Strategies in a Volatile Market
■ ROTH Conversion Strategies in the Current Market and Tax Environment



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