Linda Klamm & Trent Tanzi Speaking on Morgan Stanley Webinar
Webinar
March 26 | 12:00 PM - 1:30 PM PST
Speakers will discuss:
- Understanding the various resources available to support recovery, including personal assets (after-tax and retirement savings), government assistance, insurance, tax benefits, and loans.
- Assessing the magnitude of your loss and developing a strategic recovery plan.
- Rebalancing assets to meet immediate and long-term financial needs in a time of crisis.
- Adjusting your financial plan and personal goals to align with new challenges.
- Leveraging every available form of assistance to support your financial recovery.
Linda Klamm & Trent Tanzi: "After the Fire-Rebuilding Financial Resilience"