New Opportunities in the Covid19 Economy…and more!

This Tuesday, April 21st we will have our Monthly Meeting via Zoom conferencing. We are changing the format as our original speaker has asked to be rescheduled to when we are meeting in person again.

This month we will have a Round-Robin style meeting, allowing each member to share for 3 minutes on their business. Your Board of Directors came up with some sample topics you can choose from…or anything else you think would be of interest to those in attendance.

Here are some topics to consider:

• Adapting your Business to working remotely
• Helping our clients (and ourselves) deal with fear
• Current Gifting Strategies as valuations have decreased
• Staying Engaged with Clients
• New Opportunities/Silver Lining?
• Stock Market/Investment Update

We will start the meeting with a 10-minute presentation from our own Scott Cisneros, SBA Loan Officer with Union Bank who will be updating us with the latest on the Payroll Protection Program and other Disaster Relief Loan Programs.

We will be “Zooming” from 5 to 6:30pm. We will not be charging a fee, of course. We request that you register in advance. Feel free to invite/forward this to prospective members.

Next Month’s Speaker is Forrest Vickery, Managing Director of Sanli Pastore & Hill, and will discuss Business Valuations in Estate Planning– before and after Covid19

Register now!

 

Zoom Meeting Info:

Time: Apr 21, 2020 05:00 PM Pacific Time (US and Canada) to 6:30 pm

Join Zoom Meeting
https://zoom.us/j/98294377729?pwd=bVozVkVuUEdxSitjMjFrYkRjeDhWZz09

Meeting ID: 982 9437 7729
Password: 452781

One tap mobile
+16699009128,,98294377729#,,#,452781# US (San Jose)
+13462487799,,98294377729#,,#,452781# US (Houston)

Dial by your location
+1 669 900 9128 US (San Jose)

Meeting ID: 982 9437 7729
Password: 452781

Find your local number: https://zoom.us/u/aeHnU6ePio