Financial Advice in the Age of COVID

March 16, 2021

Recording           |            Slides

The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will provide an update of how COVID has affected financial planning projections, emergency planning, insurance planning, estate planning, and the delivery of financial planning services. She will also provide an update on the status of our health care system and upcoming health coverage policies that will affect your clients. At the end of this session, you will understand:

  • what practices to put in place to best serve your clients going forward in this new normal. 
  • the interplay between the financial planning and medical worlds in today’s environment
  • how COVID has affected financial planning projections, insurance planning, estate planning, and the delivery of financial planning services.
  • the status of our health care system and upcoming coverage policies that will affect your clients.

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