Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we unpacked 8 sections of the CARES Act with a stimulus summary that breaks down the major areas we believe could impact our clients. Learn about the software we use that allows us to stay safe and work from home if needed. Our Financial Planning and Retirement Corners talk about estate planning and retirement in volatile markets. Lastly, don’t forget to check out the fun experiences our office had recently by reading our WAG on the Move section.

In this edition:

  • WAG on the Move: 
  • Big Brothers Big Sisters Bowl for Kids’ Sake
  • Kingdom Advisors Annual Conference
  • Tech Corner:
  • Working From Home
  • Tax and Legislation: 
  • 2020 CARES Act Stimulus Summary
  • Financial Planning Corner:
  • How to get started with Estate Planning
  • Retirement Planning Corner:
  • 4 Steps to Take When Markets are Volatile in Retirement
  • WAG Client Spotlight:
  • A Special Thank You

To Read the full newsletter click here: April 2020 Newsletter, Issue 66

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