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Investing in the Time of COVID-19 Webinar

Financial Planning Strategies to Help Navigate the Current Crisis













Many of us are feeling the financial strain of COVID-19. Whether it’s a reduction in income or declines in our portfolio, we’re worried about our futures.  

That’s why I’m inviting you to this exclusive webinar where I sit down with CARES Act experts to discuss financial planning strategies you can use to navigate COVID-19. 

We answer questions, such as:  

  • What is the CARES Act? 
  • How does it provide financial relief to businesses, individuals, and retirement plan participants?
  • What should you do if your business is experiencing a net operating loss?
  • Can anyone make penalty-free withdrawals from their retirement accounts this year?
  • Should you skip RMDs this year just because the IRS says you can?
  • Will bonds and CDs be enough to cover portfolio gaps if you’re nearing retirement?

Plus, we’ll uncover 5 steps you should take to get your financial house in order during COVID-19. 

Space is limited for this time-sensitive webinar, so save your seat now!

Advisors

Philip A. Board MSFS, CFS 
President & CEO 
Financial Planner

909-981-1720

909-949-2917

philip@1on1financial.com

From his earliest days as a financial advisor, Philip Board has been committed to serving clients with great care, by offering personalized attention, relying on lessons he learned from his father, and always delivering with humility...

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Tony Nori, CEPA, RFC
Financial Planner & Director of Branch Development

214-592-8411

tony@1on1financial.com

Tony has a passion for helping clients achieve their financial goals and dreams. It is this desire to help people that drove him to change careers in an effort to truly make a difference in his client's lives. Tony feels a great sense...

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