Posted on April 24, 2020

Did you miss our coffee chat on April 9, 2020? Click here for valuable resources shared on our last coffee chat and information on our upcoming “First Friday” Client Only Coffee Chat (May 1, 2020 at 4:15pm)


Thanks to all who attended our Coffee Chat 2.0 on April 9, 2020 on Managing Through the Coronavirus! We hope you found the information useful and timely.

We had a great discussion on the various relief measures outlined by Congress and the Federal Reserve. We also discussed different ways to take advantage of the bear market from an investment and planning perspective. We know that we have covered a lot of information during the last several weeks and we wanted to highlight the key items that you should consider.

Click here for the full announcement