What personal financial planning strategies should you be considering during COVID-19 market conditions? Join Bob Lamb and Patricia Quintana-Perron for a 30-minute discussion on planning opportunities. These BKD Trusted Advisors™ will highlight planning opportunities to consider with the down economy and historically low interest rates.

Learning Objectives

Upon completion of this program, participants will be able to:

• Describe key wealth transfer strategies
• Discuss how income tax strategies can leverage a down economy
• Identify possible planning opportunities
• Review best practices of portfolio management during turbulent markets