Whether it’s the economic impact of COVID-19 or the aftermath of the 2020 elections- there’s a lot to be concerned about these days. Join Lisa as she walks through Omega’s process for helping clients work through important life and financial concerns, and how to think about significant changes to your life and investment portfolio including the decision to sell from your investments in response to uncertainty – watch the recorded webinar above!
To access the tool itself, click here: 2020 Financial Triage Tool – Use it to work through your fears and concerns, and develop a focused action plan to restore a sense of control and hope.
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