COVID-19 Financial Webinars

FICS Online is pleased to provide three webinars developed by our long-time partners at the OJM Group. Beginning over 20 years ago, financial and legal professionals from OJM have presented at our Annual Surgical Updates and provided financial advise articles published exclusively for ICSUS members. A member of the OJM team, Andrew Taylor, was scheduled to present, Success Factors for Retirement: What to Know if Years Away or in Retirement Today at our Annual Surgical Update in Providence on May 1st.

Please click on the provided links to learn more about the topics listed.

Webinar #1: Your Personal Finances During the COVID-19 Crisis: Five Actions to Take Now
Description: As we attempt to manage the reality of the COVID 19 crisis, one area causing anxiety for many people surrounds their personal finances. Attorney, author and wealth manager David B. Mandell, JD, MBA will outline five concrete actions one can take now to improve one’s personal and family finances today and for the future.  He presents a historic perspective on previous stock market downturns and discusses the importance of working with a financial advisor and adhering to a long-term financial plan.

Webinar #2: What the COVID-19 Stimulus Package (CARES Act) Means to You
Description: Author, accountant and consultant Carole Foos, CPA will discuss some of the details of the new CARES Act that will be pertinent to you as an individual taxpayer and as an owner of a medical practice or business. Discussion points will include:

  • The new tax filing and payment deadline
  • Payment Protection Program and forgivable loans
  • Individual Rebates
  • EIDL loans
  • New Retirement Plan options for 2020

 Webinar #3: Financial Steps to Take Now to Overcome a COVID-19 Business Downturn
Description: As medical practices struggle to deal with the financial impact of COVID-19, author, accountant and consultant Carole Foos, CPA provides practical tips for practices which have shut down or are operating at minimal capacity.  Her discussion will include tips about dealing with employees, vendors, and landlords, and what to be asking advisors such as insurance agents, bankers, and accountants – all with the goal of keeping the practice as financially healthy as possible during this turbulent time.






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