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In the News Press Release

COVID-19 & Election Year Wealth Transfer Strategies

Publisher: Family Wealth Alliance
May 8, 2020

On May 8, Amy Lonergan was a panelist on a webinar, "COVID-19 and Election Year Wealth Transfer Strategies," hosted by the Family Wealth Alliance. She discussed the economic shake-ups that we have been hit with since the COVID-19 pandemic. The panel covered adaptive solutions on depressed prices, lower interest rates and an election year for private clients. The webinar also offered strategies for estate and wealth transfer planning, depressed valuations, low interest rates, scenario planning depending upon election results and what should be done now vs. post-election


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Related Professionals
Lonergan, Amy
Amy R. Lonergan
Boston, MA
T: (617) 345 4613
New Jersey Hartford Stamford Greenwich New Haven West Hartford Boston
New York Washington, DC Providence Boca Raton Miami West Palm Beach

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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.