ESTATE PLANNING COUNCIL OF POMONA VALLEY, INC.

COVID-19 and Business:  Advice from Advisors on What’s Happened and on What’s to Come

Gaby Romero, Head of Operations, Home Care Assistance:   Gaby will focus on home health care issues and challenges and caring for the elderly and those needing home and health care during the COVID-19 pandemic and beyond.

Cynthia Stauffer, CFP, EA, Wisemoney Solutions:  Cynthia will focus on financial and investment issues created by the pandemic and advice for working with clients on their financial issues and goals as we move forward.

Dee Ann Estupinian, Senior Loan Officer, Broadview Home Loans:  Dee Ann will focus on the real estate and mortgage markets – what is the mortgage market like now, and how to best assist your clients in planning for real estate sales and purchases. 

Carol Bradford Worley, JD, California Community Foundation:  Moderator.