Join us for a virtual, interactive discussion about the CARES Act as it applies to professional advisors, with a focus on financial advisors, tax professionals, and attorneys.
When: Wednesday, April 29, 2020 at 12:00 p.m. PDT
Note: This discussion will be recorded and made available online afterward.
This discussion will be facilitated by Co-Chairs of Horizons' Professional Advisors Circle:
Alma Soongi Beck, JD, LLM Taxation
Partner, Lakin Spears, LLP
Barry Taylor, CFP
Senior Wealth Manager and Managing Director, Sand Hill Global Advisors, LCC
Horizons' Professional Advisors Circle is a network of financial planners, attorneys, tax preparers, insurance agents, and real estate agents who serve the LGBTQ community in the SF Bay Area.
As a professional advisor, you play a critical role in supporting your clients in their giving and helping us create a world where all LGBTQ people live freely and fully.
If you have any questions about this event, please contact events [at] horizonsfoundation.org