Open Q & A for the Concerned Investor Regarding COVID-19

Bringing perspective on the market and personal planning amidst COVID-19. Speakers will include Bill Armstrong, CFA, and Jason Nickerson, CFP, EA.

Topics discussed may be of interest to:

• Industry executive teams or Human Resources professionals with staff concerned about layoffs or nearing retirement.
• Families concerned with their near future retirement outlooks
• Business owners with cash flow concerns and managing reserves
• Investors looking to take advantage of marketing opportunities
• Nonprofits with managed assets concerned about liquidity for future capital campaigns from donors.