Events
Market Briefing
Date: Tuesday April 21st ,2020Location: Zoom Webinar
Time: 10 AM to 11 AM
Description: Please join Tax & Financial Group for a Market Briefing by our Director of Investment Advisory Services. He will offer his views on Investing through Market Volatility and amid COVID-19 concerns including:
• Overview of the first quarter and a current market update
• A historical perspective on market volatility
• Investor psychology during periods of financial stress
• Maintaining long-term perspective during increased market uncertainty
• The challenges with market timing
• Keys to successful long-term investing
Disclosures: This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 3040155 DOFU 04.2020
Join Tax & Financial Group for a CARES Act Update
Date: Friday April 10th , 2020Location: Zoom Webinar
Time: 10 AM to 11 AM
Description: Congress passed a $2 Trillion stimulus plan which has broad implications for business owners. The Coronavirus Aid, Relief and Economic Security (CARES) Act has a variety of considerations from tax deferral opportunities for payroll taxes, to SBA Payroll Protection loans. This webinar will provide an overview of some of the key points including:
• Recovery Rebates
• Tax Deferral & Filing Date Extension
• SBA Forgivable Loan Program
• Qualified Retirement Plan Changes
• Miscellaneous “Cash Flow” Benefits for Business Owners
• Expanded Unemployment and Sick Leave Benefits
• Student Loan Debt Relief
Disclosures: Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Tax & Financial Group - 4001 MacArthur Blvd., 3rd Floor - Newport Beach -CA 92660. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 3026622 DOFU 04/2020
