This content was published prior to the merger of equals between BKD and DHG on June 1, 2022. See all FORsights for the most up-to-date articles, webinars, and videos.
COVID-19 Considerations for Personal Financial Planning
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
CPE Information
FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information in this presentation should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies, mentioned in this presentation may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax, or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.
