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To stay on top of recent PPP developments, current guidance on loan forgiveness, and preparations for a safe and healthy workforce reentry, continue to check our EDU Sponsor links on our COVID-19 Resource Page for recorded webinars, slides, etc. 

COPING WITH COVID: The third in our webinar series on topics to help you, you family, and your business navigate through uncertainty.

We are in unprecedented times.  The COVID-19 pandemic is causing a global economic slowdown and the stock & bond markets are discounting as a result:

  • What is happening?
  • Why is it happening?
  • What can you do about it?

Whether you are accumulating toward retirement or distributing from your accounts to live in retirement, there are moves that you can make to better your position.  Hope is not a strategy!

Although estate planning may not be a top priority in our new stay at home world, you should be aware of the opportunities presented by our current economic uncertainty – and the potential cost of missing this opportunity.  Low-interest rates, depressed asset values, and the almost certainty of rising tax rates in the future to pay for our government’s relief efforts create optimal conditions for transferring wealth.  Please join our discussion to learn how you can take advantage of this once in a lifetime planning opportunity for your family.

Join Ian Meierdiercks of IM Wealth Partners and Mike Maransky of Fox Rothschild LLP as they not only give us a big picture understanding where we are with the market but also tips for how to start planning now for the future of your estate.



April 7, 2020
9:00 am - 10:00 am
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