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内容由SYM Financial Advisors and SYM Team提供。所有播客内容(包括剧集、图形和播客描述)均由 SYM Financial Advisors and SYM Team 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Webinar: Unpacking the CARES Act for Dental Professionals

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Manage episode 258775956 series 1595195
内容由SYM Financial Advisors and SYM Team提供。所有播客内容(包括剧集、图形和播客描述)均由 SYM Financial Advisors and SYM Team 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists:

Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group Angie Daughtery, Lead Advisor, Cloverleaf Advisory Group Dr. Brad Stutler, Stutler Dental Care

The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Joe Cohen, Barrett McNagny Attorneys at Law, Nathan Courtney, Angie Daugherty, Cloverleaf Advisory Group, Dr. Brad Stutler, or Stutler Dental Care. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

_________________

Sym Financial Advisorshttps://www.sym.com9100 Keystone Crossing #560, Indianapolis, IN 46240(800) 888-7968https://g.page/sym-financial-advisors-in?share

414 Townsend St # 202, Midland, MI 48640(989) 631-0244https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545(574) 287-0035https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804(260) 387-6822https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590(574) 267-2300https://g.page/sym-financial-advisors-winona?gm

  continue reading

20集单集

Artwork
icon分享
 
Manage episode 258775956 series 1595195
内容由SYM Financial Advisors and SYM Team提供。所有播客内容(包括剧集、图形和播客描述)均由 SYM Financial Advisors and SYM Team 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists:

Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group Angie Daughtery, Lead Advisor, Cloverleaf Advisory Group Dr. Brad Stutler, Stutler Dental Care

The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Joe Cohen, Barrett McNagny Attorneys at Law, Nathan Courtney, Angie Daugherty, Cloverleaf Advisory Group, Dr. Brad Stutler, or Stutler Dental Care. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

_________________

Sym Financial Advisorshttps://www.sym.com9100 Keystone Crossing #560, Indianapolis, IN 46240(800) 888-7968https://g.page/sym-financial-advisors-in?share

414 Townsend St # 202, Midland, MI 48640(989) 631-0244https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545(574) 287-0035https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804(260) 387-6822https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590(574) 267-2300https://g.page/sym-financial-advisors-winona?gm

  continue reading

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