COVID-19 Webinar on Thursday, April 23, at 12 PM – 1 PM (CDT):
Be Proactive About Market Downturns:
9 Things You Can Do
We’ve all been on a market roller-coaster as we feel the economic impact of the COVID-19 pandemic. However, down markets can be a time for financial opportunity.
Join us for a discussion on some of those financial opportunities during a webinar presented by MGI North America member-firm, Boeckermann Grafstrom & Mayer (BGM), in partnership with BGM Wealth Partners.
Please bring your lunch and log-on for a webinar on Thursday, April 23, at 12 PM (CDT), as experts cover the nine steps that you can take to put yourself in a better position when the market recovers:
- Convert a traditional IRA into a Roth IRA.
- Rebalance and invest excess cash into the market.
- Harvest your tax losses.
- Make low- or no-interest loans.
- Refinance your mortgage or other debt.
- Consider gifting property and meet/exceed the annual gift tax exclusion.
- Update your estate plan.
- Reconsider your risk tolerance and asset allocation.
- Rerun your retirement spending plan.
Webinars are free to attend, but advance registration is required.
Founded in 1982, BGM is a firm of entrepreneurial and proactive CPAs and Advisors. We understand and appreciate the entrepreneurial spirit that can exist inside any business because it exists inside our own. We anticipate needs, generate ideas, provide insight, and identify opportunities. Through our auditing, accounting, tax, and advisory services, we’ll work with you to create innovative solutions to help grow your business, achieve your goals, and realize your passion. BGM has offices located throughout Minnesota in Bloomington, St. Paul, and Sauk Centre, as well as Naples, Florida.