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Leadership Luncheon Virtual Event - How Coronavirus May Affect Your Retirement
Join Domani Wealth for an economic overview and thoughts on how you can stay strategic about your retirement planning in uncertain financial times like our current season of weathering the novel coronavirus.

Presenters will review equity and fixed-income (investment and bonds) markets, share about different considerations such as if you can still retire on your schedule, and discuss recent regulatory changes including required minimum distribution waivers.

Different retirement savings strategies will be reviewed, including less-commonly known options to help reduce your taxable income, as well as thoughts on tax-loss harvesting to keep your investment portfolio strong in these volatile markets.

Aug 27, 2020 12:00 PM in Eastern Time (US and Canada)

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Ken Eshleman, CFP®
Partner and Senior Wealth Advisor
Ken helps individuals and their families develop customized financial plans aligned with their personal goals and objectives. He collaborates with the firm’s Investment Strategy Group to construct clients’ portfolios coordinated with their financial goals, cash needs, and appropriate risk levels. He also works very closely with nonprofit and institutional boards to gain a deep understanding of the organizations and develop customized investment plans designed to meet the clients’ objectives. Having served as a board member for several organizations, he has significant experience in investment policies and allocations for institutional clients.
Angie Stephenson, CFP®, CPA/PFS
Partner, Senior Wealth Advisor, COO
Angie works closely with individuals, their families, trusts and charitable foundations to develop customized financial plans that are aligned with their personal goals and objectives. She is also very active in working with families that utilize Domani Wealth as their Family Wealth Office. As a CPA with significant tax and consulting experience, Angie applies this specialized knowledge to various aspects of client planning, including estate, gift, business ownership, wealth transfer, trust and foundation engagement. Angie also works very closely with the firm?s Investment Strategy Group to align clients? portfolios with their financial plans, goals, cash needs and appropriate risk levels.
Scott D. Michael, CFP®, AIF®
Partner, Senior Wealth Advisor, CCO
Scott derives great satisfaction in helping connect clients’ money and financial resources in a coordinated fashion toward the realization of their goals. He works with individuals and families to develop customized financial plans, collaborating with Domani Wealth’s Investment Strategy Group. He also has extensive experience working with retirement plans, and serves as the firm’s Chief Compliance Officer.