CLA Wealth Advisory Connection — COVID-19 Investment Planning and Roth Conversions

08/26/2020

By Sada Kempf – Marketing Director CliftonLarsonAllen Email T.920.232.2230

  •  8/18/2020
  • Webinar
  • HostingSpeaking

Event materials

In many ways, it feels like the world as we know it has changed forever. COVID-19-driven legislation, like the Coronavirus Aid, Relief, and Economic Security (CARES) Act, along with economic and market volatility have created potentially valuable strategic opportunities for retirement accounts. As an investor, this may be the time to evaluate your portfolio.

During this CLA Wealth Advisory connection, we discuss: 

  • Impact of the CARES Act on retirement accounts
  • Strategic opportunities in a COVID-19 world
  • Roth conversion principles and decision factors

Speakers:

  • Mike Prinzo, Managing Principal of Tax
  • Curtis Williams, CFA, CAIA®, CFP®, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC