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Webinar Events

PPP Loans: Tracking and Forgiveness

PPP Loans: Tracking and Forgiveness

So you got your PPP loan. Congratulations! Now, what?!?

Join our live expert in this interactive webinar to learn how to maximize the amount of forgiveness of your COVID-19 PPP loan, and to get help interpreting the latest PPP guidelines.

BONUS 1: Learn how to best track the costs within your QuickBooks file so that applying for forgiveness is a more painless process (for non-current clients).
BONUS 2: Discounts on services will also be offered to webinar attendees!



After registering, you will receive a confirmation email containing information about joining the webinar.

Register Here
Building Confidence In Times of Crisis

Building Confidence In Times of Crisis

In a world that is rapidly changing around us, embracing confidence — and lessons learned from past experience — has never been more important.

It has been a wild ride in the markets so far this year. We’re going to stop down and look at what’s next.

What should I do now? Are there actions I should take now in my portfolio?


After registering, you will receive a confirmation email containing information about joining the webinar.

Register Here
Planning for Long-Term Care: WHAT YOU NEED TO KNOW

Planning for Long-Term Care: WHAT YOU NEED TO KNOW

We are here to provide information to help you navigate these uncertain economic times.

JOIN AS WE ANSWER AND DISCUSS:

What is long-term care (LTC)?
How can planning ahead benefit you and your loved ones?
How will you leverage your retirement portfolio to help reduce LTC costs?
Why is LTC a critical component of your retirement strategy?
What are the ins and outs of a new hybrid approach to LTC coverage?

After registering, you will receive a confirmation email containing information about joining the webinar.

Register Here!
Live with Craig Couch

Live with Craig Couch

Years of experience have prepared us to guide you through your life transitions.

Registration Coming Soon!