
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:
- Financial Planning Considerations Under a New Administration and Congress
- Current Trends and the Potential Impact from Washington on the Financial Markets
- 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
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
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
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