Speaker: Josh Bitel, CFP®

If you are like most Americans, 2020 has shifted your outlook on many things in the world. Among those are personal finances, the COVID‐19 pandemic has forced us to plan and think differently. How can we prepare for the next emergency?

• An overview of current stimulus and government aid

• A pulse check on your budget, emergency funds, debts

• Updating your estate plan

• Making sure your asset allocation is suitable for surviving another downturn in the markets

• Being sure you have the right insurances in place before they are needed.

Please join us for an educational seminar on these topics and more as Certified Financial Planner™ Josh Bitel, CFP® shares his knowledge and expertise.

Josh Bitel, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® He conducts financial planning analysis for clients and has a special interest in retirement income analysis.