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Navigating the CARES Act

May 14 @ 12:00 pm - 1:00 pm

Free

Presenters: Polina Engel, April Caudill, Tyler Phelps, Sarah Frieberg, Principal Financial Group

Date: May 14, 2020

Time: 12:00pm–1:00pm

Location: Online

These are definitely uncertain times and we are here to help. Please join us in a webinar presented by the Midwest Business Center of Principal Financial Group that will share how you and your business can get the most benefit from the different loans, relief programs and benefits created under the CARES Act. And meet two Financial Advisors working with businesses to help navigate through these turbulent times that have personal experience with the PPP loan.

About our speakers

Sarah Frieberg was raised on an Iowa farm, and took an early interest in savings and investing, opening her first accounts when she was in the sixth grade. That interest became a strength as she earned degrees from Drake University in Finance, Accounting and Marketing. Sarah works to encourage, empower and inspire clients. She describes her job in finances as bumpers in the bowling alley. She keeps errant balls in play and out of the gutter because it’s not about scoring a perfect game but making progress. She is married to Luke and they are HGTV junkies, love to travel on a shoestring budget and spend their free time renovating old homes. Sarah earned her degrees from Drake University in Finance, Accounting and Marketing.

Polina Engel is an Advanced Solutions Director at The Principal Financial Group®. In this role, she is a resource for areas within the company, as well as for agents and brokers for consultation in business succession and valuation, employee benefits, retirement, and estate planning. Prior to specializing in advanced business solutions, Polina represented clients as an attorney at a large Milwaukee law firm, then later as a solo practitioner where she served both as an attorney and mediator. Polina is admitted to the Wisconsin and Georgia state bar associations. She is a cum laude graduate of Marquette University Law School and Marquette College of Professional Studies (Dispute Resolution Graduate Certificate) and holds a Bachelors of Business Administration degree, summa cum laude, from University of Wisconsin – Milwaukee. She is also a Chartered
Life Underwriter (CLU).

April Caudill, JD, CLU, ChFC, AEP is an Advanced Solutions Director at the Principal Financial Group, providing tax and legal support for advanced business and estate planning cases. Previously, she worked in advanced planning for two other major carriers and was the managing editor of Tax Facts at the National Underwriter Company. April is a past national president of the Society of Financial Service Professionals and the 2014 recipient of its Kenneth Black, Jr. Leadership Award. She is also a frequent author and the first place winner of the Ken Black Jr. Journal Author Award in 2002 and 2018. She is a contributor to Retirement Income Redesigned by Harold Evensky & Deena Katz (Bloomberg, 2006) and co-author of The Mutual Fund Handbook (National Underwriter Co., 2001). She is a graduate of the University of Cincinnati and the Salmon P. Chase College of Law.

Tyler Phelps is a Financial Representative with Principal Securities. His focus is working hand-in-hand with business owners and executives who want to recruit and retain employees that drive the business forward. He has a passion for teaching and loves the ‘light-bulb’ moment, when someone says, “ahh, I didn’t know you could do that!” Tyler is active in the community and with the Rotary Club of Greater Des Moines. He also helps host the ‘Rock, Paper, Scissors Showdown’ – the world’s largest {presumably} annual rock, paper, scissors tournament. This event raises money for the Justice League of Food, a local non-profit that provides culinary skills, business education, and job placement programs for young adults who are at risk or in need.

 

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Details

Date:
May 14
Time:
12:00 pm - 1:00 pm
Cost:
Free

Venue

Webinar
Online
Des Moines, IA 50312 United States
Phone:
515-283-0940

Developed by Pella Hosting.

Developed by Pella Hosting.