Event date/time: Wednesday, August 12 at 2pm
Presenter: Lee Pelko, CFP®, CRPC® Rodgers & Associates
The world has changed in so many ways in 2020. This virtual Zoom seminar will take a look at COVID-19s impact on unemployment, interest rates, the stock market, consumer confidence and more importantly corporate profits. Are we already in a recession? What impact could the 2020 Presidential Elections have on our economy? Please join us as we look back at how much the economy has changed and discuss the appropriate action plan for the long-term investor.
About the Presenter: Lee Pelko, CFP®, CRPC® has been a Rodgers & Associates financial adviser since 2004. In 2015, she assumed the responsibility of Lead Financial Adviser at the firm based on her depth of knowledge and experience with complex retirement issues. She specializes in transitioning high-net-worth clients into retirement by creating efficient tax and estate strategies in addition to asset management services. Before her tenure at the firm, she was previously employed at Miller & Miller CPAs and began her finance career in 1992 as a tax adviser for H&R Block.