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Financial Fitness Webinar - Personal Planning and What the CARES Act Means For You

DHG Wealth Advisors posted on 4/18/2020 9:58:00 AM
Financial Fitness Webinar - Personal Planning and What the CARES Act Means For You

DHG Tax and DHG Wealth Advisors are pleased to launch a series of “Financial Fitness” webinars designed to answer important questions when it comes to personal financial and tax planning. Our first session features a panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act, as well as personal planning considerations in the current market environment to keep you focused on your long-term objectives.

Speakers:

  • Moderator: Sarah Paris, DHG Wealth Advisors
  • DHG Tax: Doug Sweet and Liz Britton
  • DHG Wealth Advisors: Suzanne Holbert and James Baley

View Recording

The content in this webinar is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information in this article is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You should contact your financial advisor or CPA professional before making any tax or investment-related decision. Past performance does not guarantee future results. All investments may lose money.

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About the Author

DHG Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory Firm owned by the top 20 assurance, tax and advisory firm Dixon Hughes Goodman LLP (DHG). DHG Wealth Advisors offer clients a wealth management experience that combines personalized investment advice with an unparalleled commitment to service.