Live guide to the cares act - Leumi USA

Live guide to the cares act

hosted by Bank Leumi USA and Friedman LLP

In order to provide our clients with the latest updates and information as it becomes available to us, we’ve partnered with Friedman LLP (link here) to go over key aspects of the recently passed CARES Act. Join our joint panel of experts for a virtual webinar followed by a live Q&A session.

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Financial Planning for Small Businesses

Brian serves as Bank Leumi USA’s Planning and Insurance Manager and has over 14 years of experience with investment management, tax planning, estate planning, and retirement planning. Why financial planning becomes even more important for small businesses in a bear market How to build an investment portfolio specific to your business goals Human behavior and avoiding investing mistakes

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Let’s talk about reopening the economy

Bank Leumi invites you to a live Q&A with Dr. John Torres, Chief Medical Correspondent for NBC, on the path to reopening the economy from a medical and public health policy perspective. The conversation will be moderated by John P. McGann, Bank Leumi Chief Administrative Officer.

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Bank Leumi USA (BLUSA) is a subsidiary of Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. In the U.S., banking products and services are provided through BLUSA, and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA. Non-deposit investment products offered through Bank Leumi USA and LISI are:
  • Not insured by the FDIC or any other federal or government entity
  • Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank
  • Subject to investment risks, including possible loss of the principal amount invested
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Any forecasts or estimates should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. There is no guarantee that results will be achieved. Past performance is not an indicator of future results. There can be no assurance that estimated returns or projections will be realized or that actual returns or performance results will not materially differ from those estimated.

The articles which are provided for reference in the Weekly Reading List do not necessarily represent the views of the author, Bank Leumi USA (“BLUSA”), Leumi Investment Services Inc. (“LISI”), or other units of the Leumi Group (each, a “Leumi Group Unit” and collectively, “Leumi Group Units”).