Ask The Experts
Strategic Planning During COVID-19 Webinar
Tuesday, June 23, 2020 at 11am (MT)
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The COVID-19 public health crisis has forced many to reassess and strategically plan for both their personal and professional futures. Sandia Prep’s Board of Trustees responded by gathering experts within the Prep community to share complimentary advice during a one-time Zoom panel, Tuesday, June 23, 2020.
Prep’s Ask the Experts panel followed the TED Talk model and covered the top “three things you should know” in the following areas:
-- Personal Financial Planning and Investments
-- CARES Act / Economic Stimulus Package
-- Real Estate Trends
-- Estate Planning
-- Tax Advice/Strategies
-- Public Health Trends
The webinar was moderated by Doug Clark, Sandia Prep’s Board Chair.
Please note, the ideas, concepts, and recommendations expressed by panelists during this event do not constitute the official positions, opinions or endorsement of the Sandia Preparatory School. Please be advised that this panel discussion is solely intended for informational and educational purposes. Attendees are strongly advised to seek independent counsel and advice from accredited economic advisors, financial planners, tax attorneys, Realtors, and healthcare professionals before acting upon any information obtained during this event.
Personal Financial Planning + Investments
Hosted by Ali Hashemian ’01, President at Kinetic Financial.
CARES Act / Economic Stimulus Package
Hosted by Linda Cooper of Bank of Albuquerque
Real Estate Trends
Hosted by Dominic Serna ’01 of Dominic J. Serna's Luxury Real Estate
Hosted by Patrick Westerfield of Westerfield Law Offices, Ltd.
Hosted by Ed Street of REDW LLC
Public Health Trends
Hosted by Dale Maxwell, President & CEO of Presbyterian Healthcare Services