Friday, May 8, 2020
PREPARING FOR COVID-19 RECOVERY: Loan Options, Forgiveness Strategies and How to Best Manage Employee & Corporate Retirement Plans
Stuart Berger and Joshua Chananie, Sax LLP, and Joseph Piela, Sax Wealth Advisors
Date: Friday, May 8, 2020
Time: 2 pm - 3 pm on Zoom
Ticket: Free. Please RSVP below
Logistics: Upon receiving your RSVP, we will email you access information to join the Zoom meeting 24 hours before the event.
Now is the time to prepare and plan for COVID-19 recovery through the vehicles of relief that have been made available to us.
Please join us on Friday, May 8, 2020, 2 - 3 PM on Zoom as we provide information on what actions you can take now to set yourself up on the road for recovery.
With changes constant to the market and relief programs, join Stuart Berger and Joshua Chananie, Partners at Top 100 accounting, tax and advisory firm Sax LLP, and Joseph Piela, Wealth Advisor at Sax Wealth Advisors who will lead the discussion on:
· The most recent updates made to COVID-19 relief programs
· Loan forgiveness clarifications and terms & conditions
· How to best manage employee and corporate retirement plans
Meet the Presenters:
Stuart Berger, CPA is a Partner at Sax and for more than 30 years he has provided tax and advisory services to businesses with a special emphasis on realizing their full profit potential and maximize tax benefits.
He can be reached via email.
Joshua Chananie, CPA is a Partner at Sax and focuses on advising business owners in the key areas critical to their success with more than 15 years of experience. Josh is a leader in Sax’s Business Disruption Task Force, aimed at helping companies navigate the road to COVID-19 recovery.
He can be reached via email.
Joseph Piela, CFP® is a Wealth Advisor at Sax Wealth Advisors and has more than 16 years of experience specializing in investing, insurance, financial planning and estate planning services for high-net-worth individuals, families and small businesses.
He can be reached via email.
Date: Friday, May 8, 2020
Time: 2 pm - 3 pm on Zoom
Ticket: Free. Please RSVP below
Logistics: Upon receiving your RSVP, we will email you access information to join the Zoom meeting 24 hours before the event.
By registering for this event, I give permission for WCNJ to use any photographs or videos of me taken at the event on its website, social media or in promotional materials without compensation. I understand that WCNJ or its members own the copyrights to all photographs and video taken at the event.
