The outbreak of COVID-19 is causing unprecedented disruption — to our daily lives and to the economy. But it’s not the only thing impacting your portfolio today. We’ll provide individuals with insights and planning opportunities based on the recent economic environment and new legislation such as the SECURE Act and CARES Act. We’ll also discuss new trends, tried-and-true best practices, potential roadblocks, and lessons learned from families.At Plante Moran Wealth Management, we believe in supporting our local communities, especially during challenging times. So, for every registrant who attends this webinar, we’ll be making a donation to support We Don't Waste in their efforts to help feed those in need in the Denver area.
Speakers:
- Ryan Landsberg, manager, Plante Moran Financial Advisors
- Sara Montgomery, manager, wealth transfer
- Jeff Watkins, partner, wealth management tax
