Miscellaneous » Ask The Experts

Ask The Experts

Ask the Experts graphic

Strategic Planning During COVID-19 Webinar
Tuesday, June 23, 2020 at 11am (MT)

 


Sponsored by Ali Hashemian '01 of Kinetic Financial
Kinetic Agency


Weren't able to join us?
Click here to watch the recorded webinar.

Click here to access a PDF of the webinar slideshow.

 

 

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.

Discussion Panelists

 

Ali

Hosted by Ali Hashemian ’01, President at Kinetic Financial.



 
Linda Cooper
 

Hosted by Linda Cooper of Bank of Albuquerque

 


 
Dominic Serna

 

Hosted by Dominic Serna ’01 of Dominic J. Serna's Luxury Real Estate

 


 
Patrick Westerfield

 

Hosted by Patrick Westerfield of Westerfield Law Offices, Ltd




 

Ed Street

 

Hosted by Ed Street of REDW LLC

 


 

Dale

 

Hosted by Dale Maxwell, President & CEO of Presbyterian Healthcare Services