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Indhold leveret af SYM Financial Advisors and SYM Team. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af SYM Financial Advisors and SYM Team eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Webinar: Unpacking the CARES Act for Dental Professionals

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Manage episode 258775956 series 1595195
Indhold leveret af SYM Financial Advisors and SYM Team. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af SYM Financial Advisors and SYM Team eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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 episoder

Artwork
iconDel
 
Manage episode 258775956 series 1595195
Indhold leveret af SYM Financial Advisors and SYM Team. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af SYM Financial Advisors and SYM Team eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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