Business Webinar Series



Our team of experts will be offering a more in-depth look at the topics covered in our last webinar! Including:

Group Benefits & HR, 401(k), Tax & Accounting, and Business Insurance
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Each session will be approximately 30 minutes with time reserved for a live Q&A with our team!

Business Insurance

Thursday, April 16th | 1 PM
Covered by David Leng & John Duncan:
-Loss of revenue to cover expenses
-Costs of cleaning/sanitizing premises
-Work Comp Claims for COVID-19

Tax & Accounting

Tuesday, April 21st | 1 PM
Covered by Dan Vecchio & Anthony Marciano:
-Tax Return filing and Payment Extension
-IRS People First Initiative
-New Refundable Payroll Tax Credits
-$2 Trillion Coronavirus Stimulus Bill


Wednesday, April 22nd | 1 PM
Covered by Brian Duncan, Alex Kline, Rob McCalmont, & Tim Kunkle:
-How to help your participants stay the course in difficult times
-CARES Act overview and what it means to your retirement plan

Group Benefits & HR

Thursday, April 23rd | 2 PM
Covered by Brad Prentice & Jennifer Roman:
-HIPAA and ADA Pandemic Concerns
-Telemedicine and ESP's
-Emergency Family & Medical Leave Expansion Act
-Emergency Paid Sick Leave Act
-Emergency Unemployment Insurance Stabilization Act & Access Act of 2020

Featured Speakers

  • David Duncan

    David Duncan, CFP® 

    CEO & Chairman
  • David R Leng

    David Leng, CPCU, CIC, CBWA, CRM, CWCA

    EVP, Insurance & Risk Advisor
  • Brad Prentice

    Brad Prentice

    Senior VP, Employee Benefits
  • Jennifer Roman

    Director, Human Resources
  • Daniel Vecchio

    Daniel J. Vecchio, CPA

    Executive VP, Accounting & Tax Services
  • Alex Kline, RICP®, CFP®

    SVP, Retirement Plan Specialist
  • Brian Duncan

    Brian Duncan, CFP®, CLU®

    President, Investment Advisor Representative
  • Anthony Marciano

    Anthony Marciano, EA

    Accounting & Tax Services Representative
  • Robert McCalmont

    Robert McCalmont, CFP   

    Investment Advisor Representative
  • Tim Kunkle

    Timothy A.  Kunkle, AIF®, ARPC

    Investment Advisor Representative

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