June 2020
Mid-Year: 2020 Essentials of Wealth Planning in an Uncertain World
Duration: 60 Minutes
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Matt Sommer, CFA, CFP®, CPWA®
Sr. Managing Director
Key Takeaways
- The SECURE Act, which signifies the most substantial change to the retirement industry since the Pension Protection Act of 2006
- The CARES Act and its impact on individuals, small businesses and retirement plans
- Using a goals-based approach to retirement planning to provide clients with greater levels of satisfaction and motivation
- Behavioral finance best practices, including helping clients deal with market losses
- Assessing advisor personal biases and how these can be a predictor to their clients’ asset allocation