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: