Financial planning and personal budgets during Hardship - Workshop
Please join us as we host an informational discussion on how individuals and families can overcome challenging financial situations that have resulted from the COVID-19 outbreak.
Our co-panelists, Drew Carter from Crossfire Financial and Grady Smith from the Jones Keystone Financial team, will address short and long term strategies for those that have been adversely affected by changes to their household income and taken off of their previous financial course.
We will host 3 separate sessions to tackle a number of different but related topics over the next three weeks as follows:
Session 1: Stable Income and Working (Budgeting, Emergency Funds, Handling Debt, Seeking Financial Assistance)
Session 2: Out of Work and Loss of Some or All Income (“Storm Mode”, Prioritizing Bills, Managing Debt Payments)
Session 3: Employer to Employees (Communication to Employees, The Value of Budgets, How to Save and Prepare for the Future)
All three sessions will also address frequently asked questions regarding the impacts of withdrawing from existing 401(k) or other retirement plans:
- Can I take Hardship withdrawals from retirement accounts?
- Cares Act rules 401k loans?
- What are the tax consequences of early retirement withdrawals?
- Should I rebalance my investments?
Each session is expected to last approximately one hour and you can register below for each or all sessions in advance.
Session 1: May 14th 2:00
When: May 7, 2020 02:00 PM Eastern Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZYrc-2sqT4iGt2v-Wj021mWD59N8L_4C_ZZ
Session 2: May 21st 2:00
When: May 14, 2020 02:00 PM Eastern Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZUudOGpqT4rEtAACFQoZyfVmjmBWNpCvu5p
Session 3: May 28th 2:00
When: May 21, 2020 02:00 PM Eastern Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZ0rdOiurTMuHNWQKSJzxuyupSbqjctdOcAF
After registering, you will receive a confirmation email containing information about joining the meeting.
Date and Time
Thursday May 28, 2020
2:00 PM - 3:00 PM EDT
Session 1 - May 14th - 2:00pm
Session 2 - May 21st - 2:00pm
Session 3 - May 28th - 2:00pm
Location
ZOOM
Fees/Admission
Free
Website
Contact Information
Joe Gupton
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