Webinar Recording: Your ‘Plan B’ – Financial Planning During COVID-19
Webinar Slides: Your ‘Plan B’ – Financial Planning During COVID-19
Guide: Your ‘Plan B’ – Financial Planning During COVID-19
Article: Where We Stand
Article: What Affluent Families Should Be Asking The Summa Group
Article: Truth for Tumultuous Times
Article: The Overlooked Benefits of Muni Bonds
Article: Stay Invested in the Long Run
Article: Market Strategy Portfolio – Quarterly Commentary
Article: Demystifying the Virtual Family Office
Article: Past, Present & Future Planning
Article: Maximizing Your Philanthropic Impact
Article: Hiring a Wealth Manager
Article: Emotional Conflicts in Divorce Planning
Your ‘Plan B’ – Financial Planning During COVID-19 Resources
Helpful Resources from the Webinar
Contact the Presenters
Maria Arriola
Partner, CPA, LSL CPAs
[email protected]
Robert Dalie
Managing Director of Investments, CFP,
The Summa Group | Oppenheimer & Co. Inc.
[email protected]