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Pandemics, Politics & Policy Changes

Financial Planning You Can Do Now

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A global health crisis. Market volatility. Economic stimulus measures. Upcoming elections. There is a lot going on in the world around us, much of which is outside of our control.

But there are steps you can take now that will impact your financial future. Join us as we explain how current events could affect your financial plan, including:

  • The economic and market response to the COVID-19 pandemic
  • Whether election results impact the markets and your investments
  • Financial planning opportunities exposed by tax and policy changes

Spots are limited, so save your seat today. Get your questions answered and discover key actions you can take now!



Brian Vnak

Vice President, Advisory Services



Jim Cahn

Executive Vice President, Chief Investment Officer