Planning for the Small Business Owner – COVID 19 and Beyond

Jason Spitz from our Business Owner Solutions Team discussed the near term focus on COVID-19 and how this impacts your business. Jason gave an update on a variety of things from the CARES Act to cost reduction opportunities.

In addition, Jaleigh White, Director of High-Net-Worth Solutions and Andy McKay, Business Owner Solutions Managing Director, will discussed integrated business succession planning for business owners beyond COVID-19.