Broker Check
24 Sept
2020 Vision #Markets #Election #Covid-19 #WhatNext?

Description

Guest Speakers Matt Potter, CFA Director of Investment Services at SEI and Dean Mioli, CPA/PFS, CFP®, CIMA®, CLU®, AEP® Director of Investment Planning

Topics:

  • Impact of the Election on the Markets
  • Changing economic policy
  • Current tax environment vs potential change: how does one prepare?  Who is going to pay for the stimulus/pandemic efforts (hint...taxes)
  • Year-end tax tips/planning

Date and Time

Thu, Sep 24, 2020

6:00p - 7:30p CST

Location

Zoom

2020-09-24T18:00:00.0000000
2020-09-24T19:30:00.0000000
PT1H30M
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