Markets: Video Conversation Using ‘Zoom’

In Estate Planning, Income Planning, Investment Management, Long Term Care, Retirement Thinking, Social Security, Tax Planning, The Insider by Adam Cufr

I hope you’re safe and healthy this morning, as we near the close of one of the most unique weeks in memory. Today, we’re continuing our conversation about the impact the Coronavirus is having on the economy, the markets, and you. We want to include you in the conversation we’ve been sharing with one another by having you join us in the office (and also in my underground bunker office) using Zoom.

Zoom is our videoconferencing software of choice. We’ve been using it to have discussions with some of the families we serve and also with one another on our team while we work from various places during self-quarantine. If you’d like to use this tool as a way to have a conversation with us, it’s very easy to use. We send you a scheduled time and a link in an email and you click the link at that time to use your computer or phone’s camera and microphone to carry on almost as if we’re in the same room.

Now, please check out this discussion that I had with Steve Hanley, Investment Strategist, and Josh Rochon, Certified Financial Planner, in response to the question: “What in the world is going on?!”

Please let us know how we can help you during this unique time.

All the best,

Adam Cufr, RICP®


Adam Cufr, RICP® (Retirement Income Certified Professional®) is a financial advisor and founding principal of Fourth Dimension Financial Group, LLC providing personal finance and retirement planning services. Adam is a Columnist for Retirement Advisor Magazine. He is also a sought-after media commentator and thought leader. Adam was named one of The 20 Most Creative People In Insurance in 2015 and is a columnist for Retirement Advisor Magazine and the author of Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy.

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