On Thursday, April 16, Allegiant's Wealth Management team discussed the CARES Act, Paycheck Protection Program, unemployment benefits and other strategies to help businesses and individuals weather the current economic conditions.
Click here for a recording of the presentation hosted virtually by our Chairman Martin J. Kossoff, CFP®, AIF®; Director of Financial Planning Carl Watkins, CFP®, CDFA™, AIF®; Senior Wealth Advisor Melissa Walsh, CFP®, CFA, AIF®, and Wealth Advisor Michelle Cross, CFP®, CDFA®, CPA, AIF®.
Click here for additional resources related to the CARES Act.
We will continue to share updates pertaining to these programs as developments continue.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser