This article appeared in the January 2022 Journal of Financial Service Professionals.
Program Overview The Paycheck Protection Program (PPP) can be a great program for organizations, but its rules are complicated and ever-changing. This session will review the mechanics of PPP loan forgiveness, options available to borrowers, and the process of applying. Learning Objectives: Understand what factors impact the amount of PPP loan forgiveness Understand options borrowers [...]
This article appeared in the November 2021 Journal of Financial Service Professionals.
Program Overview This past year has resulted in some of the most significant changes to the college planning process in decades. Helping families navigate the college process was complex before the pandemic, and then schools changed admission policies, there was a massive overhaul of the FAFSA, and colleges changed their financial aid policies under threat [...]
Program Overview This webinar will look at financial planning in light of President Biden’s proposals on capital gains, estate planning, and taxation. With taxes potentially going up, life insurance can play many critical roles in planning for this new environment. Combining life insurance with the revolutionary new world of trusts can produce an unbeatable financial [...]