Personal Planning and What the CARES Act Means For You – A DHG Tax and DHG Wealth Advisors Financial Fitness Webinar

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Event Overview

DHG Tax and DHG Wealth Advisors are pleased to launch a series of “Financial Fitness” webinars designed to answer important questions when it comes to personal financial and tax planning. Our first session features a panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act, as well as personal planning considerations in the current market environment to keep you focused on your long-term objectives.

Speakers:
  • Moderator: Sarah Paris, DHG Wealth Advisors
  • DHG Tax: Doug Sweet and Liz Britton
  • DHG Wealth Advisors: Suzanne Holbert and James Baley

The webinar is complimentary, and one hour of CPE will be offered (pending approval). The session will be recorded.

CPE Information

CPE Credit: One hour of CPE (pending approval)

Delivery Format: Group Internet Based (each attendee must be logged in and answer the poll questions in order to receive CPE credit).

Prerequisites/Advanced Preparation: None

Course Level: Basic

Participants: Accountants, CFOs and Controllers with privately-held companies

Program Content: Panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act,.

Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds issued. If you have any questions regarding administrative policies such as registration or cancellation, please contact webinars@dhg.com.

Questions

Please direct any CPE related questions to DHGU@dhg.com.

Dixon Hughes Goodman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the web site: www.nasbaregistry.org/.