Individuals and small business owners: are you curious about the government programs available to help you during the COVID-19 pandemic and the resulting economic turbulence?
On May 1, 2020, Gail Linn, CFP® and Bill Fischer, CFP® from Fortis Lux Financial hosted an educational workshop where they discussed the benefits of the recently passed CARES act and answered your questions. The entire act encompasses a full 900 pages, but Gail and Bill cut to the chase by reviewing the most important issues that individuals and small business owners need to know.
William Fischer, CFP, is a Fortis Lux Financial Services and Investment Adviser Representative whose business philosophy and mission is to help individuals develop financial strategies and achieve those strategies through various financial products designed to meet their present and future needs. Fischer’s process is simple and never makes clients feel embarrassed about their financial knowledge. His primary strategy is to educate clients about where they are versus what they want to accomplish….and what products and services are available to best get them there. Once a client’s strategy is established, his job shifts into a service oriented role. A client’s financial strategy is a fluid, ever-changing plan and Fischer is in regular contact to make sure that the plan set in motion yesterday works effectively today. When adjustments are necessary, he presents, discusses, and implements any changes, creating a road map to take clients where they want to be.
Gail Linn, CFP, is a Fortis Lux Financial Services and Investment Adviser Representative who specializes in working with professionals and corporate executives as they plan for and transition into retirement. Linn’s 29 years of experience include presenting numerous financial seminars and workshops on retirement planning to many groups and organizations including NYWIFT, NY Women in Communications, the NY Public Library Financial Literacy Center, Financial Planning Association of NY, Professional Women at MetLife, the Real Estate Board of NY and the Manhattan Chamber of Commerce. Linn believes in being involved in the shaping of the financial services industry and spent eight years on the Board of FPANY (Financial Planning Association), culminating in being the President and Chairman of the Board and serving one year as Director of Development on the National Board of WIFS (Women in Insurance & Financial Services). She strongly supports the growth of women professionals in financial services and as a result of her efforts in mentoring other women, WIFS presented Linn with the 2014 Angel Award. She has also received the Circle of Excellence Award from them over the past six years. Linn is one of 23 women featured in Financial Services: Women at the Top. Linn is a Lifetime qualifying member of the Million Dollar Round Table and was honored in 2013 by the online publication Life Health Pro as one of the “20 Women In Insurance You Need to Know.”
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory Office: 277 Park Avenue 41st & 44th Fl, New York, NY 10172. (212) 578-0300. MML Investors Services, LLC is not affiliated with NYWIFT, NYC Cultural Affairs, or the New York Council of the Arts.