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

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