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(May 12,10am-PDT) Webinar - The CARES Act - The New IRA Rules! w/ Jon Linford and Bruce Hosler, EA, CFP®, AIF® - Morris Hall, PLLC

(May 12,10am-PDT) Webinar – The CARES Act – The New IRA Rules! w/ Jon Linford and Bruce Hosler, EA, CFP®, AIF®

Type: seminar Date: May 12 Time: 10:00 AM - 11:00 AM Venue: Webinar, Webinar, Prescott, Sedona, Flagstaff,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Webinar DESCRIPTION:Monthly Q&A w/ Jon 10:00 AM – AZ time 11:00 AM – NM time Presented by Jon Linford  with Guest Speaker: Forbes’ Best-In-State Wealth Advisor,  Bruce Hosler, EA, CFP®, AIF®, with Hosler Wealth Management, LLC Jon and Bruce will cover key opportunities in CARES ACT, the federal financial stimulus response to the COVID-19 pandemic. They will specifically discuss the CARES ACT for […] ADDRESS:Webinar DTSTART:20200512T100000 DTEND:20200512T110000 URL;VALUE=URI:https://morristrust.com/seminars/may-1210am-pdt-webinar-the-cares-act-the-new-ira-rules-w-jon-linford-and-bruce-hosler-ea-cfp-aif/ SUMMARY:(May 12,10am-PDT) Webinar – The CARES Act – The New IRA Rules! w/ Jon Linford and Bruce Hosler, EA, CFP®, AIF® LOCATION:Webinar, Webinar, Prescott, Sedona, Flagstaff, PHONE: DTSTAMP:20210508T155338 UID:6096b40218cd9 END:VEVENT END:VCALENDAR
      (May 12,10am-PDT) Webinar – The CARES Act – The New IRA Rules! w/ Jon Linford and Bruce Hosler, EA, CFP®, AIF®.ics
Monthly Q&A w/ Jon 10:00 AM - AZ time 11:00 AM - NM time

Presented by Jon Linford  with Guest Speaker: Forbes' Best-In-State Wealth Advisor,  Bruce Hosler, EA, CFP®, AIF®, with Hosler Wealth Management, LLC

Jon and Bruce will cover key opportunities in CARES ACT, the federal financial stimulus response to the COVID-19 pandemic. They will specifically discuss the CARES ACT for taxpayers with IRA & Retirement Accounts.

Also, Jon will discuss the importance of setting up and maintaining a proper estate plan during COVID-19.  Jon will offer tips on how to effectively update your estate plan under current social distancing restrictions.  

Topics that will be discussed include:

  • CARES Act;

  • Making crucial healthcare and end-of-life decisions;

  • Vital steps to ensure proper administration of your estate.

 

Please share with friends and family members who could benefit from this information.

REGISTER for this Webinar by clicking on this link

If you have a question, or would like a one-on-one phone consult to review your estate plan, please call 928-778-2655.

 

Jon Linford Morris Hall Attorney, Partner
Jon Linford currently lives in Northern Arizona with his family. Jon focuses his practice on estate and business planning, as well as trust administration. Jon is a member of various community organizations, and was recently voted the best lawyer in Sedona 2018 and 2019 by Sedona Readers' Choice.
 
 
 
Bruce Hosler, EA, CFP®, AIF® Hosler Wealth Management, LLC https://hoslerwealthmanagement.com/  
Bruce Hosler is the founder and principal of Hosler Wealth Management, LLC. He has been in practice since January 1997. His primary focus has been on retirees and widows, using strategies to help lower their taxes and protect and preserve their wealth. . In addition, for the last three consecutive years, Bruce has been named to the Forbes’ Best-In-State Wealth Advisors list for Arizona*. Only 55 wealth advisors in Arizona were named to this list in 2020. * The 2020 ranking of the Forbes’ Best-In-State Wealth Advisor list developed by SHOOK Research  The 2020 ranking of the Forbes’ Best-In-State Wealth Advisors list developed by SHOOK Research. Not indicative of the advisor’s future performance. Your experience may vary. Overall, 30,000 advisors were considered and only 3,500 (11.6 %) were recognized.  Securities and advisory services offered through Commonwealth Financial network, Member FINRA/SIPC, a Registered Investment Advisor, Fixed Insurance products and services offered through CES Insurance Agency.  Tax preparation and accounting service offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth
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