What Is Life After Coronavirus? Coping With Financial Anxiety & Recession Worry
Rea & Associates, Investment Partners Present High-Level Retirement Planning & Financial Wellness Webinar
The economic uncertainty resulting from the COVID-19 (coronavirus) crisis has resulted in financial anxiety and worries about an impending recession and what all this means for retirement savings.
Presented by Paul McEwan, CPA, MTax, AIFA, principal and director of benefit plan services at Rea & Associates, and Doug Bambeck, AIF, president, chief compliance officer, and financial advisor of Investment Partners, LTD, this hour-long presentation will provide you with the guidance you need to maintain your fiduciary responsibilities as a plan sponsor while continuing to lead plan participants toward long-term financial success.
- The current market movements and how they will impact your ability to achieve long-term financial goals.
- The importance of focusing on your mental health during this time of uncertainty.
- Why you shouldn't terminate your existing 401(k) plan.
- How COVID-19 will impact hardship distributions, new plan loans, and retirement education.
This is the second presentation in the Rea & Associates' special coronavirus webinar series designed to help businesses, organizations and entities cope with the fallout of the current COVID-19 crisis. Check out upcoming webinars, or recordings of past webinars.
Fill out the form below to access the webinar
This is an unprecedented moment in our history and, as such, new information, recommendations, and mandates are revealed daily. Therefore, it's important to remember that while we will make every effort to ensure that the insight provided during this webinar will be current and current at the time this webinar is presented, we realize that this might not be the case in the days, weeks, and months following the presentation.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth. Fixed insurance products and services offered through Investment Partners, LTD or CES Insurance Agency.
This webinar was recorded on Thursday, March 26, 2020, and was accurate at the time it was initially broadcast. Since then, changes may have occurred. For the most up-to-date information, please contact your Rea & Associates advisor.