Webinar: Paycheck Protection Program by Principal

WEBINAR ENDED

About This Webinar

Please join us on Thursday, April 23, as we host Kimberly Weisul, editor-at-large for Inc. Magazine and Inc.com. Learn what federal stimulus is available to businesses under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Lance Schoening, government relations director for Principal®, will moderate the event with panelists Weisul and Mark West, national vice president of business solutions for Principal.

Agenda

Featured Presenters

Kimberly Weisul

Editor-at-large, Inc. Magazine and Inc.com

Weisul is an award-winning writer and editor who speaks frequently on entrepreneurship and women in business. She also has moderated recent U.S. Chamber of Commerce national town halls dedicated to the emergency federal stimulus. She writes extensively about the effects of COVID-19 on business, with special emphasis on options for relief and how the programs work in practice.

Lance Schoening

Director of Federal Government Relations, Retirement and Income Solutions – Principal

Based in Washington, D.C., Lance is responsible for analysis of proposed and new retirement legislation and regulation and advocacy efforts in conjunction with industry trades to promote policies that support retirement readiness efforts. He also serves as a policy board member of the American Benefits Council and as Chairman of the Retirement Plans Committee of the American Council of Life Insurers.

Mark West

National Vice President, Business Solutions – Principal

Mark specializes in business owner planning, key employee benefit plans, and business protection planning. He consults on plan design, tax, and legal issues and is also called upon as a technical resource for members of Congress on tax issues related to key employee benefits, business succession planning, and life insurance. Prior to joining Principal, Mark represented clients in tax, probate, estate planning, and business planning matters. He has also served on ACLI Federal Taxation – Products Committee, Life Insurance Taxation Committee, LUTC Advanced Business Planning Committee, and LIMRA Advanced Sales Committee.

Jerry Patterson

Senior Vice President, Retirement and Income Solutions - Principal

Jerry Patterson has been a presence in the financial services industry for more than 25 years and has held diverse and senior roles at some of the nation’s largest financial institutions. Patterson currently serves as senior vice president, Retirement and Income Solutions with the Principal Financial Group® - leading the company’s retirement plan businesses. Key focus areas include delivering industry leading retirement plan record-keeping services, driving better retirement outcomes through more effective retirement plan designs, behavior-based education and engagement strategies as well as getting more Americans to understand and embrace the power of guaranteed retirement income and addressing the changing needs of workers across generations.

WEBINAR DETAILS

Date: Thursday April 23, 2020

Time: 1:00 - 2:30 PM Eastern Time (US & Canada)

Cost: Free

Language: English

Webinar ID: 89b08e4ca6a4

Dial-in Info:

Dial-in Number: +1 (312) 248-9348

Dial-in ID:

Dial-in Passcode: 4388

Inc. Magazine and Inc.com are not affiliates of any company of the Principal Financial Group.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800-247-1737, Member SIPC Principal National, Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA.
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HZ3463 | 1156694-042020 | 04/2020