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WEBINAR ENDED
· 1 hour 30 minutes

Encore: Coronavirus Stimulus Legislation: What Advisors Should Know About The Latest Stimulus Bill

Tue, Dec 29, 2020 · 4:00 PM · Eastern Time (US & Canada)
About This Webinar

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.

Recordings:
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.

Who can view: People who attended or registered for the webinar only
Webinar Price: $5.00
Featured Presenters
Webinar hosting presenter
Lead Financial Planning Nerd - Kitces.com I Director of Advanced Planning - Buckingham Wealth Partners
Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.

Jeffrey is also the Director of Advanced Planning at Buckingham Wealth Partners and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

He is a nationally-recognized and award-winning thought leader within the financial planning community.
Webinar hosting presenter
Publisher, Editor-In-Chief - Kitces.com
Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets.

In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Documents
PDF
Intro_Stimulus_Webinar.pdf
PDF
Dec._2020_Stimulus_Bill_Webinar_Slides.pdf
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