Professional Advisors Circle: CARES Act Discussion

Join us for a virtual, interactive discussion about the CARES Act as it applies to professional advisors, with a focus on financial advisors, tax professionals, and attorneys. 

When: Wednesday, April 29, 2020 at 12:00 p.m. PDT

Note: This discussion will be recorded and made available online afterward.

This discussion will be facilitated by Co-Chairs of Horizons' Professional Advisors Circle:

Alma Soongi Beck, JD, LLM Taxation
Partner, Lakin Spears, LLP

Barry Taylor, CFP
Senior Wealth Manager and Managing Director, Sand Hill Global Advisors, LCC

Horizons' Professional Advisors Circle is a network of financial planners, attorneys, tax preparers, insurance agents, and real estate agents who serve the LGBTQ community in the SF Bay Area.

As a professional advisor, you play a critical role in supporting your clients in their giving and helping us create a world where all LGBTQ people live freely and fully.