Financial Advice in the Age of COVID | PFP learning library webcast archive
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Financial Advice in the Age of COVID | PFP learning library webcast archive

7 months ago · 1 hour 41 min watch

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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

Download the Handout: Financial Advice in the Age of COVID

File name: 20210316-planning-in-age-of-covid

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