Tuesday, March 9, 2021 from 3:00 PM to 4:30 PM PST
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Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Website www.fpasf.org

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  Meeting Details - WEBINAR

Tuesday, March 9, 2021
3:00 pm - 4:30 pm


Consolidated Appropriations Act, 2021: What Advisors Should
Know About The Latest Stimulus

Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners, and Lead Creator and Content Expert, Savvy IRA Planning®,
offered through Horsesmouth

Thank You to Our Meeting Strategic Partner!


Program Description:
In this session, Jeff will cover the following:
#1: Identify the provisions in the stimulus relief that impact retirees
#2: Explore the impact of the bill on business owners
#3: Determine the amount of direct payment checks a family will receive
#4: Understand the new provisions affecting the Paycheck Protection Program (PPP)
#5: Discover other important provisions of the bill, such as tax credits and expanded unemployment insurance

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 
*Webinar login information will be sent prior to the meeting.   

Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners, and Lead Creator and Content Expert, Savvy IRA Planning®, offered through Horsesmouth

Jeff is a recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, and was named to the 2017 class of 40 Under 40 by InvestmentNews. Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist. He continues to be an active speaker, traveling the country each year to educate thousands of Financial Advisors, CPAs, Attorneys, and consumers on retirement, tax, and estate planning strategies.

3:00 - 3:30 pm - Networking via Breakout Rooms, Chapter Announcements & Strategic Partner Acknowledgements 
3:30 – 4:25 pm – Jeffrey's Presentation 
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes