COVID- 19 has escalated health concerns and the turmoil in the markets has created fear about investor portfolios’ and their financial future. It’s no wonder that estate and financial plans are also top of mind. Now more than ever, the right planning can help reduce your anxiety and provide peace of mind. Dustin Cunningham, CFP®, and Julie Westbrock, JD answered your questions and discussed the following during the latest webinar:
• Must-have estate planning documents
• Kick starting your financial plan
• Impact of the SECURE Act and CARES Act on
your financial goals
Review the recorded webinar below. Get the most up-to-date information on News & Insights page or follow us on Facebook, LinkedIn or Instagram.
If you have any questions you would like to ask, we encourage you to reach out to your relationship manager, or call 608-782-1148 or email [email protected].