12:00 pm - 1:00 pm (Virtual) What’s Next? Investment Update and Top Year-End Financial Planning Ideas
1:00 pm - 2:00 pm (Cancelled) Year-End Tax/Financial Planning for Professional Services Firms (with a 2020 Market Update)
9:00 am - 10:00 am Year-End Tax/Financial Planning for Businesses and Individuals with a 2020 Market Update
11:00 am - 12:00 pm (Virtual) Everything You Ever Wanted to Know About Social Security But Were Afraid to Ask – Maximizing Benefits and Avoiding Mistakes
11:00 am - 12:00 pm (Virtual) New Paycheck Protection Program Stimulus Funding: What the Consolidated Appropriations Act Means for You
11:00 am - 12:00 pm Paycheck Protection Program Stimulus Funding: What the Consolidated Appropriations Act Means for Not-for-Profit Organizations
12:00 pm - 1:00 pm (Virtual) Market Update: Investment Update and Financial Considerations for the New Year
11:00 am - 12:00 pm (Virtual) How to Choose a Financial Advisor – Strategies To Help You Make the Best Choice Possible
11:00 am - 12:00 pm (Virtual) The Employee Retention Credit – How Qualifying Businesses Can Utilize Pandemic Relief Legislation
