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.
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