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Life and Financial Planning in the Time of COVID-19 (Journal Live)
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Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing authors@societyoffsp.org. This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.

 Export to Your Calendar 7/23/2020
When: 07/23/2020
12:00 - 12:45 pm ET
Where: Journal Live - audio discussion
United States
Presenter: Marc Belletsky, JD, CLU, ChFC, RICP, Christina Anstett, JD, & Mark Teitelbaum, JD, LLM, CLU, ChFC
Contact: Member Services
800.392.6900


Online registration is available until: 7/23/2020
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With passage of the Coronavirus Aid, Relief, and Economic Security Act of 2020 (CARES Act), and the subsequent Paycheck Protection Program and Health Care Enhancement Act, the U.S. government has committed to transferring nearly $2.7 trillion dollars to individuals and businesses to weather COVID-19-related issues. Proper advice and guidance during these turbulent times can assist clients with their overall financial plans. This presentation will offer an overview of the CARES Act provisions, first covering the individual provisions and followed by a review of business provisions. It will then offer planning advice that might be appropriate for clients, again first from a personal planning perspective and followed by an assessment from a business owner’s perspective.


Members: Read the article in the July 2020 Journal of Financial Service Professionals.

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