Financial planning is evolving in the era of COVID as many of us need to keep more cash available in savings for unseen personal and business emergencies. Your financial projections now need to be more sophisticated – encompassing a broader range of potential outcomes. What can you do now to modify your current financial plan to fit your new needs?

We’ve asked Robert Dalie, CFP, Managing Director of Investments of, The Summa Group | Oppenheimer & Co. Inc.to join our partner, Maria Arriola, for a webinar providing the steps to post-COVID financial planning to fit your new needs. They will discuss:

• Getting your financial house in order: building your balance sheet, budget and plan you can follow.
• Managing your debt: tips for dealing with creditors, and which payments to temporarily suspend.
• Assessing your credit: making sure you are taking advantage of generationally low interest rates, and using credit monitoring apps to help keep debt utilization ratios down.
• Using CARES Act benefits: hardship withdrawals and student loan deferments.We’ll also take questions through our live Q & A chat.