Virtual Planning During COVID
Apr 21, 2020•51 min•Ep. 3
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Episode description
Today’s world is all around technology. Going virtual is the solution for businesses during the pandemic. Rick and Tammi talk about the impact of working virtually for businesses and what you can do to have virtual planning during COVID_19.
Links and Resources from this Episode Show Notes
- Virtual learning during quarantine - 1:14
- The context of estate planning - 1:47
- Virtual businesses - 3:01
- The home office deduction - 5:40
- Estate planning online - 7:04
- Rick’s virtual practice - 12:04
- Building the LifeSpan Circle - 20:24
- Using Zoom as a tool - 22:13
- Personal meetings during coronavirus? - 24:13
- Estate planning during COVID_19 - 31:30
- The Lifespan Circle during the pandemic - 35:19
- What they do with older clients - 42:51
- Encouraging clients to get their financial information - 47:13
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