Posts tagged financial planning
CARES Act: Impact on Retirement Plans and Charitable Giving [Recording]

The global health crisis has impacted financial plans and futures. The CARES Act gives individuals options to utilize Retirement Plans and IRA's to help deal with the economic impact of the pandemic. Todd Marschall CFP and Financial Advisors, Paul Babych and Corey Cresenzi, provide clarity and guidance on the temporary changes and potential options for charitable giving in this interactive webinar. Webinar held 14 May 2020.

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