Thursday, April 16th, 2020 @4:15pm
We are excited to announce that Debbie and Rob Taylor will be hosting a Virtual Coffee Chat on Thursday, April 16th at 4:15pm. They will both be answering all of your questions on topics such as the CARES Act, the current state of the markets and where do we go from here? They will provide tips and tricks on how best to deal with the current volatility we are experiencing. There will be time for a Q&A at the end.


If you are interested, you will dial into the meeting via GoToMeeting. You can use the link and Access Code provided to you below:

United States:  +1 (408) 650-3123
Access Code: 854-424-973






Debra Taylor, CPA/PFS, JD, CDFA
Robert Taylor, MBA

We look forward to speaking with you next Thursday!

If you have any questions, please do not hesitate to contact us at the office or email Alexis at [email protected]