Episode 029: Financial Planning and Retirement Plan Considerations During a Pandemic

Sign up to receive a monthly email with Wrap insights from our advisors

COVID-19 has created many questions for investors, retirement plan sponsors and anyone looking to maintain financial stability. What does COVID-19 mean for long-term and immediate financial success for individuals? What does it mean for business owners who are charged with guiding their organizations as a trusted employer? How can you best move forward with financial planning when the future is so uncertain?

In this special edition episode of The Wrap, Joseph McNair, CFP®, JD, CPA and Jonathan Osborne, QKA join our hosts to discuss which financial planning and retirement plan considerations should be top of mind for businesses and individuals to create financial stability in this turbulent season.

Discussion within this podcast episode includes:

  • Responding to volatility in the economy
  • How COVID-19 and related legislation impacts retirement plan sponsors
  • Precautions employers should take when it comes to retirement plan provisions in recent legislation
  • Steps employers and individuals can take to position themselves for financial success

This episode reflects our views at the time this podcast episode was released and should be used as reference only. We recommend that you talk to your Warren Averett advisor, or another business advisor, for the most current information or for guidance specific to your organization.

Listen to More Podcast Episodes

Listen to additional episodes of Wrap—a podcast by Warren Averett designed to help business leaders access the information that you need, when you need it, in the time that you have, so you can accomplish what’s important to you.