Our team is presenting two free webinars this month. Both are open the public so please share the links.

THIS WEEK: Thursday, May 21 at 10 a.m.
Options in Financial Planning Strategies Due to COVID-19
(co-hosted with the LV Chamber) REGISTER HERE

  • Investment outlook – short-term and long-term.
  • Cash flow considerations for businesses and individuals.
  • Retirement account changes under CARES Act.
  • Portfolio rebalancing, distributions, investment strategies.
  • Ask the Advisors – common client questions.

Laurie A. Siebert, CPA, CFP®, AEP®
Senior Vice President

Timothy G. Roof, CFP®
Vice President

Connor Darrell, CFAAVP, Head of Investments

NEXT WEEK: Thursday, May 28, 5 p.m.
Tax FAQ with Team VNFA: An update on 2019 filings and 2020 planning. REGISTER HERE

  • VNFA Remote Processes
  • IRS Updates
  • Economic Impact Payments
  • Business Tax Provisions
  • 2020 CARES Act Planning
  • Q&A

Elizabeth Wilson, CPA
CFO/Head of Tax Services

Amanda Pugliese, CPA
Senior Tax Manager

Jonathan Ritter, CFP®, CPA
Financial Planning Associate

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