Maintaining your wealth during COVID-19, April 29

Date and Time

Wednesday Apr 29, 2020
11:00 AM - 12:00 PM CDT

Wednesday, April 29
11 a.m.-noon

*Zoom meeting will open at 10:45 a.m. to give everyone time to connect.

Location

Zoom Webinar
(Link will be sent in event confirmation email)

Fees/Admission

Members: $5
Non-members: $15

Maintaining your wealth during COVID-...

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Description

The current pandemic has impacted everyone financially in one way or another, and we're all worried about how our investments will handle this current crisis. Has the stock market hit bottom? Should you consider refinancing? How will my taxes be impacted?

Join our panel of wealth management experts as they answer these questions and more.

Our Speakers:

John Garvey, Jr.
Co-founding Partner of Bland Garvey Wealth Advisors

John Garvey, Jr. is the Managing Shareholder of Bland Garvey, CPAs and Wealth Advisors. He is a CPA, Personal Financial Specialist and prior member of the AICPA Investment Committee.

Bland Garvey works with small businesses and Individuals taking care of their accounting, tax and investment needs. They understand how frustrating it is to feel like you’re on your own and you don’t have the help you need. For 50+ years, Bland Garvey’s team of professionals has been giving clients clear guidance so they can make decisions with confidence.

Adam Keller
Advisor, Atlas Wealth Management
Adam earned his B.B.A in International Business with a minor in Spanish from the University of Texas at Austin. Following graduation, Adam went to work overseas creating investment guides on developing countries highlighting foreign direct investment and joint venture opportunities in Turkey, Romania, and Azerbaijan. January of 2005 marked the beginning of his career in financial planning, and since then he’s earned his Certified Financial Planner and Accredited Estate Planner designations.

Adventure, family, friends, and faith inspire Adam’s personal pursuits. Alongside his friends and business partners, Philip and David, he’s competed and completed the world’s toughest canoe race, the Texas Water Safari, and hiked a few of Colorado’s many 14ers. Adam lives in Murphy, TX with his wife, Lori, and their two daughters, Leah and Ansley. He remains actively involved in serving his community through organizations such as the Richardson Family YMCA, Leadership Richardson, The Richardson Chamber of Commerce, and Carry the Load.

Hank Mulvihill
Director and Sr. Wealth Advisor, Smith Anglin

Hank holds the Certified Financial Planner™ (CFP®) and Certified Wealth Strategist (CWS®) designations. He has been a licensed investment advisor, and a licensed life, health, disability and long-term care insurance agent, since 1987. Hank is a long-time observer of the markets and global macroeconomic trends. He founded the seminar series FED FRIDAY® to discuss the actions and impact of the U.S. Federal Reserve. Hank has been recognized in multiple years by the Five Star Wealth Manager Award. He has been interviewed on live TV on CNBC, and quoted in many other media outlets.