Coronavirus Relief Webinar

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Coronavirus Relief Webinar: What You Need to Know About Market Outlook, Retirement, Taxes, and the New CARES Act

Matthew Ko, national portfolio specialist and VP of T. Rowe Price, from Baltimore’s Multi-Asset Division. He will provide insights regarding the firm’s global market outlook as well as touch on healthcare and technology outlook in this volatile market.

Jeff Feuerstein, AWMA, of Values and Vision Financial Advisors and Chase Carlin, CPA, of Presnell Gage, both from Pullman, will present an overview of the CARES Act with a focus on tax, investment, and retirement planning.

Please reach out to Waddell and Reed for more information on this past event:

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Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Values & Vision Financial Advisors is a separate entity from WRI. WRI is not affiliated with Matthew Ko, T. Rowe Price, Chase Carlin, CPA, Presnell Gage, the Small Business Development Center (SBDC), Southeast Washington Economic Development Association or Pullman Chamber and Visitor Center.

This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Waddell & Reed does not offer tax or legal advice. Please consult with a professional regarding your personal situation. • Investing involves risk and the potential to lose principal. Questions? Call Values & Vision at 509-332-2543
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