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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!


Philip A. Board MSFS, CFS 
President & CEO 
Upland, CA



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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Kurt Moseley 
Financial Planner

CA Insurance License #0K13088



Kurt first got into the business to help people become more confident in their ability to retire and more importantly be able to sleep better at night knowing they are financially stable and protected from the risks the world may throw...

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


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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