As the COVID-19 pandemic continues to reshape everyday life, the need for additional financial assistance to the American people and businesses was fulfilled through the recent passing of the Consolidated Appropriations Act, 2021. In this webinar, Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, will walk through the details of the new coronavirus stimulus legislation, key new rules and provisions that advisors should be aware of, immediate planning strategies that can be implemented with clients given the new rules and additional planning opportunities that may be available going forward.
This live webinar event will share information regarding:
- Provisions in the stimulus relief that impact retirees
- Impact of the bill on business owners
- Amount of direct payment checks a family will receive
- New provisions affecting the Paycheck Protection Program (PPP)
- Other important provisions of the bill, such as tax credits and expanded unemployment insurance
Continuing Education (CE): 1 Credit
For those who attend the live session for at least 50 minutes, we will report your attendance directly to the CFP Board and IWI within 72 hours as long as you enter your CFP and/or IWI IDs during registration. You will also receive a completion certificate that you can use to report CE to other organizations.
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.