COVID-19's Impact on Tax and Retirement Planning

Thursday, May 14, 2020

During a time of national crisis, clients have many questions. Market volatility, economic dislocation, and legislative changes have influenced a large number of tax and retirement planning strategies.

The American College of Financial Services' Michael Finke and Steve Parrish hosted a 1-hour webcast with renowned tax expert Robert Keebler and public speaker and financial educator Jeffrey Levine. Topics included understanding the tax and retirement planning implications of a once-in-a-century pandemic and how financial professionals should react to guide their clients in the months ahead.

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