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COVID-19, CARES Act & You – April 14, 2020
Apr 15, 2020
Summitry’s Aaron Szager, CFP and Cynthia Duncan, Senior Financial Advisor Team hosts our first financial planning call discussing COVID-19, the CARES Act and how it may affect you and your family’s tax situation.
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Maximizing Wealth: Insights on Concentrated Stock Position Strategies (with Nvidia Analysis)
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Summitry Recognized on Barron’s Top 100 Independent Advisors 2024 List
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The IPO Dilemma: Balancing RSU Tax Withholding with Future Gains
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Let's talk
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Alex Katz
Chief Growth Officer
