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Insights and best practices for successful financial planning engagement
• eMoney Communications Team • March 27, 2020
The Senate and House of Representatives have passed the Coronavirus Aid, Relief and Economic Security (CARES) Act. The roughly $2 trillion coronavirus response bill is intended to keep businesses and individuals afloat during this unprecedented time.
While this legislation addresses many problems arising from the pandemic, we wanted to point out a few aspects that could directly affect the financial plans you create for your clients:
During times of disturbance and uncertainty, proactively engaging clients can help to secure their trust in you and help them not to lose sight of the plans you have put in place to protect their future.
Stay tuned for further communications on the CARES Act and watch our on-demand webinar, Planning Opportunities in Today’s Changing Regulatory and Market Environments. In this session we’ll review recent legislation related to the SECURE Act and CARES Act, and their incorporation into eMoney’s financial planning software.
*CE Credits not awarded for watching the replay.
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