WEBINAR: Personal Financial Planning and Investment Strategies When Faced with Coronavirus Job Loss

Name: WEBINAR: Personal Financial Planning and Investment Strategies When Faced with Coronavirus Job Loss
Start: 2020-05-05
End: 2020-05-05
Location: Online

In January, we began to hear about an illness in China called the Coronavirus. Little did we know at the time that the situation would morph into a global pandemic which would lead to an almost complete economic shutdown around the globe. Now, just weeks after those initial reports, almost all of us spend the overwhelming majority of our time at home, while many are faced with job loss and/or lower revenues and billings from their business. Join us for an educational online webinar on Tuesday May 5, 2020 from Noon to 1pm. The session will inform you about the financial considerations during a career transition and/or when there has been a significant change in your professional life or finances. You will learn about how to take stock of your current financial situation and about tips and strategies to help you adjust as well as move toward your short and long-term financial goals.

AIASF is waiving all registration fees for this program in support of the architecture and design community during the COVID-19 pandemic.

Learning Objectives

Strategies To Maintain Perspective and Try to Manage Stress
How To Assess Personal Finances
Evaluate and Manage Your Cash Flow
Understand Provisions of the "CARES" Ac
Review Health Insurance Option
Consider Income Taxes Evaluating Options for Retirement Plan Asset
Review Your Investment Goals and Positioning Your Investment

Date

May 5, 2020

Time

12:00 pm - 1:00 pm

Cost

Free

Location

Online

Speaker

William (“Bill”) Pollak Founder and Managing Principal, Itineris Financial Advisors LLC

William (“Bill”) Pollak

Founder and Managing Principal, Itineris Financial Advisors LLC

William (“Bill”) Pollak is the Founder and Managing Principal of Itineris Financial Advisors LLC, a wealth management firm in the San Francisco East Bay (yourmoneyjourney.com). Bill started his financial advisory practice as a result of his personal experience with career change and other notable mid-life transitions. Over time, as he met others seeking to define the next chapter of their lives, he was inspired to form a financial advisory practice focused on serving the needs of professionals embarking on new paths and seeking to feel confident about their financial future.

Bill is a Registered Representative with, and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor & Member FINRA/SIPC. Over the past several years, Bill has conducted several educational workshops at AIASF about various financial topics. He volunteers his time as a Job Search coach at the San Francisco Job Forum of the SF Chamber of Commerce and at the Jewish Vocational Service in San Francisco. He also delivers pro bono financial education in East Bay public schools through Operation Hope.