& Money Savings Strategies You Can Implement Now WATCH WEBCAST ON-DEMAND CARES ACT & Retirement Relief: What Investors Should Know WEBCAST recording is now available on-demand

LIVE WEBCAST

DATE & TIME:
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SPEAKER:
Michael Bernier, CFP®

CARES ACT & Retirement Plans: What Investors Should Know

& What Money Saving Strategies to Implement Now

The Coronavirus Aid, Relief, and Economic Security Act (CARES) gives investors new opportunities for tax and retirement planning. We break down what money moves you should consider now as a result of the stimulus. Join us for a webcast on the CARES Act and how it impacts your retirement plan.

Slide Tax Saving Strategies
As a Result of the CARES Act
Required Minimum Distributions (RMDs)
Moves to Make Now that RMDs are Waived
Coronavirus-related Distributions
From Retirement Accounts: Pros & Cons

Slide Live Stream Topics CARES Act & Your Retirement Planning Opportunities You Can Implement Now coronavirus distributions retirement accounts Coronavirus-related Distributions Pros & Cons of Distributing from Retirement Accounts Early Tax Revisions Tax Savings Tips as a Result
of the Stimulus
employer loans cares act Enhancements to Loans from Employer Plans How You Can Benefit from Increased Flexibility Register

WATCH WEBCAST
ON-DEMAND

Fill out the form to view the recording of the webcast,
"CARES Act & Retirement Relief: What Investors Should Know."

The strategies and investments discussed during the above Course may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Canter Wealth does not render legal, accounting or tax advice; please consult your tax or legal advisors before taking any action that may have tax consequences.

Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser. T | 858.812.7550 E | [email protected]

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