Upcoming events

Switch to Calendar View

• Short and Long Term Financial Strategies During and After COVID-19

  • When
    07/09/2020
  •  
    5:30 PM - 6:30 PM (UTC-06:00)

  Register

  
  

  Jason Landers, CFP and Kyle Findlay, CFP of Keel Point, LLC, would like to invite you to join us for this virtual financial workshop amidst the recent volatility due to COVID-19.

  In this discussion, we will address the current state of the financial markets and global economy, along with some of the main planning topics that families encounter as they navigate the course of their financial journey.

  Some Specific topics include optimizing tax efficiency with IRAS, quantifying portfolio risk, weathering recessions, and how to not outlive your money.

  We hope you will be able to join us.

  Thursday, July 9, 5:30PM-6:30PM

  Show details