Thursday, March 26, 2020
11 a.m.-12 p.m. EST

The economic uncertainty resulting from the COVID-19 crisis has resulted in financial anxiety and worries about an impending recession and what all this means for retirement savings.

Please join us for a free, high-level overview touching on:

  • Hardship distributions, retirement plan loans, and employee retirement education amid the COVID-19 crisis.
  • Why terminating your company's retirement plan is not a solid planning strategy.
  • How to address the financial stress that stems from economic uncertainty. 

This hour-long presentation presented by Rea & Associates & Investment Partners, LTD, will provide you with the guidance you need to maintain your fiduciary responsibilities as a plan sponsor while continuing to lead plan participants toward long-term financial success. 

Fill out the form to register. We will send you a confirmation email that will provide you with the ability to add the event to your calendar. In the meantime, if you have any questions about this presentation, please reply to this email or mail [email protected]

What To Expect

During this hour-long presentation, presented by Paul McEwan, CPA, MTax, AIFA, principal, and director of benefit plan services at Rea & Associates, and Doug Bambeck, AIF, president, chief compliance officer, and financial advisor of Investment Partners, LTD, will cover insight related to:

  • The current market movements and how they will impact your ability to achieve long-term financial goals.
  • The importance of focusing on your mental health during this time of uncertainty.
  • Why you shouldn't terminate your existing 401(k) plan.
  • How COVID-19 will impact hardship distributions, new plan loans, and retirement education. 

This is an unprecedented moment in our history and, as such, new information, recommendations, and mandates are revealed daily. Therefore, it's important to remember that while we will make every effort to ensure that the insight provided during this webinar will be current and current at the time this webinar is presented, we realize that this might not be the case in the days, weeks, and months following the presentation.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth. Fixed insurance products and services offered through Investment Partners, LTD or CES Insurance Agency.