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New 3 Part Webinar Series Will Educate and Inform Thumbnail

New 3 Part Webinar Series Will Educate and Inform

2021, the New Administration, and What it Means for You.


In 2021, we see a new Presidential Administration and continued Congressional debates. With it will come new opportunities and challenges. Please join us for a three-part webinar series as we address questions on the minds of individual investors and small business owners:

  1. Financial Planning Considerations Under a New Administration and Congress
  2. Current Trends and the Potential Impact from Washington on the Financial Markets
  3. The Latest Relief Package and What it Offers for Small Businesses

Session 1:
Key Financial Planning Considerations Under a
New Administration and Congress


January 7, 2021
11:30am - 12:00pm

Speaker:
Nicole T. Strbich, CFP®, CPWA®, EA
Director of Financial Planning

Topics of discussion: 
  • Coronavirus legislative relief for individuals 2.0
  • Financial planning opportunities and potential challenges for 2021 and beyond

Session 2:
Current Trends and the Potential Impact from Washington on Markets


January 8, 2021
11:30am - 12:00pm

Speaker:
Ryan P. Johnson, CFA, CFP® 
Director of Portfolio Management and Research

Topics of discussion: 
  • Politics and stocks over the past 6 months
  • Recent trends
  • Upcoming challenges and opportunities

Session 3:
The Latest Relief Package: What it Offers for
Small Businesses


January 12, 2021
11:30am - 12:00pm

Speaker:
Jessica A. Distel, CPA, MBA
Director of Tax and Business Services

Topics of discussion: 
  • Paycheck Protection Program modifications and second draw
  • Employee Retention Credit
  • Credits for paid sick and family leave
  • Deductibility of business meals

Join us for one, two or all three webinars.
Please register with the links provided in each session.
Have a specific question you would like us to address?
Please submit to:
service@mybuckingham.com or call 937-435-2742