Our speakers will be:

• Gene Goldman, CFA, CIO & Director of Research
• Stu Johnson, CFP, Branch Manager
• Alex Sierra, Investment Adviser

This webinar will address topics, such as:

• How the CARES Act applies to you and your family
• What the SECURE Act means for you and your family
• How some families can qualify for a $1,400 refund, even if they owe no taxes
• Why 529 savings plans aren't just for college anymore and what that means for you and your children or grandchildren
• Why small business owners may only be taxed on 80% of their business income
• Why making several years of charitable donations at one time may make sense
• The inflation change in the tax code that could lead to higher taxes in the future
• How the new tax rules may impact your retirement planning strategy

Your well-being is of foremost importance. Therefore, this webinar will be presented virtually using the Zoom platform.

Once you register by clicking one of the links below, you will be sent an invite to the Zoom meeting. Zoom can be accessed either online or through their mobile app. During the webinar, both audio and visual will be used.

We look forward to seeing you!