In this meeting, XPX Maryland hosted a dicsussion on the next wave of questions/issues (i.e., after initial employment decisions have been made and stimulus loans/grants have been applied for – what’s next? Or, if things start to look better (let’s hope!), we will pivot and focus on tips for re-opening/ramping up).
Daniel Bottner, CPA- KatzAbosch
Laena Capps, Executive Director – Capital Services
Moderated by David Kuzma, Financial Advisor, Retirement Plan Specialist, Corporate Retirement Services – Mclean Wealth Partner