Planning Opportunities - 2020

During these interesting and volatile times, and unprecedented government actions combatting Covid-19’s effects on the economy, we want to share some of the recent changes in legislation, provisions of the SECURE and CARES acts, and other market driven events that could impact your financial plan. Click here to view our Planning Opportunities 2020 document for more details.


Feel free to forward this to anyone you think can benefit from these opportunities. We look forward to meeting again soon.




Consilium Financial Group