Live Webinar: Wednesday, April 29 at 8:00 PM
Are you curious about what the status of the pandemic means for your business + industry? When and how do we get back to business as usual?
We’ve put together a dynamic panel to answer these questions and a lot more. You’ll get a glimpse into the real estate market, find perspective from a legal + estate planning advisor, learn from a top ENT physician + business owner, and discover tax and financial planning tips to help you through this stressful time.
Be sure to join us for this important discussion and ask questions directly to our panelists in this live webinar.
If you’re unable to attend, sign up now to receive the recording after the webinar to view it at another time.
Grab a glass of wine, change into your evening pajamas, and learn something new on Wednesday, April 29 at 8:00PM.
Featured Panelists
Stu Steinberg, CFP, CPA, MBA, and owner of Erock Tax, will moderate the discussion, highlight loan programs, and present effective tax + financial planning strategies to find opportunities in the midst of challenging times.
Ron April, a local Bentley’s real estate agent with over 18 years of experience, will give you an overview of how the local Newburyport market and beyond is responding to COVID-19. He’ll also present some insights on how to buy and sell in this uncertain time.
Bob Pezzella, a loan officer with RMS Mortgage based in downtown Newburyport, will bring us up to speed on mortgage and refinancing rates, with a preview into how lending operations have changed since the outbreak.
Suzanne Poitras, an attorney and owner of Prosperity Law concentrating in business, real estate, and estate planning services, gives us the legal side on closing transactions, small business issues, how to get your and your family’s estate plan in order, and what steps to take should something happen to a loved one as a result of COVID-19.
Daryl Colden, MD, one of the top ENT physicians in the Boston area and business owner, will provide the short and long-term effects on health and the economy as we navigate the unknown. He’ll arm us with safe health strategies to move forward.
If you have any questions, please call our office at (781) 247-5569, text the office line at (781) 790-4504, or email me at stu@erocktax.com.
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About Stu: With more than 30 years of experience as a tax professional, Stu Steinberg brings a broad depth of knowledge to his work with his clients. Stu founded Erock Tax to help provide tax and financial planning strategies to individuals, families and small businesses and is passionate about empowering his clients through education about their money health. Stu is highly energetic and brings a sense of optimism, creative problem-solving and a deep level of commitment to every Erock client.