Discussion on Paycheck Protection Program - Q&A Session with Experts
Join the Town Hall Special for an informative Q&A discussion on the Paycheck Protection Program with expert speakers sharing insights on EIDL, PPP loans, tax deferral, unemployment benefits, retirement savings, and more. Stay updated on relief measures and COVID-19 impact.
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Presentation Transcript
Town Hall Special: Q&A Discussion on the Paycheck Protection Program April 22, 2020
Todays Host
Executive Committee Lawrence Holzberg Secretary Cammie Scott President Tom Michel President Elect Brock Jolly Treasurer Kevin Mayeux Jill Judd Past President CHIEF EXECUTIVE OFFICER
SPEAKERS Mark Massey Diane Boyle Keith M. Gillies Managing Principal of Wealth Solutions, LLC Todd Villarrubia SVP Government Relations, NAIFA Board Certified Expert in Estate Planning and Administration Vice President of SMA Services Inc
Background 3 Relief Bills Guidance by Treasury and DOL Loan Provisions included: EIDL PPP On-Demand Recording Found under Events/Town Hall on belong.naifa.org
Town Hall on April 16th Payment Protection Plan Deep Dive Judi Carsrud Kate Jensen & Scott Sinde of Steptoe & Johnson
Lets Get Into the Discussion Your Questions
Loans EIDL, PPP and More
Payroll Tax Deferral Eligibility, Timing & Access
Tax Rebate Eligibility, Qualifications & Limits
Unemployment Insurance Benefits Eligibility and Use Cases
Retirement Savings Plan Relief Provisions What Are Clients Asking?
Required Minimum Distributions (RMD) What are the Effects of COVID-19?
Paid Sick and Family Leave Requirements What You Need to Know
