The CARES Act: Wealth Planning Opportunities

On Thursday, April 2, BNY Mellon Wealth Management experts discussed top planning opportunities to consider under the CARES Act and current market.

On Thursday, April 2, BNY Mellon Wealth Management experts discussed top planning opportunities to consider under the CARES Act and current market.

The panel included:

  • Jared Weinman, Wealth Strategist

  • Boryana Zamanoff, Family Wealth Strategist

  • Rob Kricena, President, West Region

The slides from this discussion can be downloaded by clicking here.

A video of the panel can be viewed here: