Virtual Event: Jon Baker Financial Group

Topic:  - "Your Money During COVID-19"

Topic Brief:

• How the CARES ACT changed your RMD and your ability to withdraw money from your 401(k) and IRA.
  
• What changes should you make to your portfolio during Covid-19?
  
• Offensive and Defense investment strategies for 2020 and beyond.
  

Speaker: Sam Wilkerson MSFS, CFP* Director of Advisory Services Wealth Advisor Jon Baker Financial Group

About Our Speaker:

Sam Wilkerson joined Jon Baker Financial Group in 2010. His analytical and research skills helped him evolve into his current title of Wealth Advisor, building and maintaining relationships with clients as he guides them through the wealth advisory process. Additionally, as Director of Advisory Services, he leads Jon Baker Financial Group through the mentorship of colleagues and his desire to provide clients top-notch service year after year. Sam has also presented for Kettering Executive network on tax and social security workshops.  

Sam grew up in Mobile, Alabama and graduated from Georgia Tech. He lives in Sandy Springs with his wife, Emily, and his son, Kent.

sam@jbakeradvisor.com

770.392.8703

https://www.jbakeradvisor.com/

https://www.linkedin.com/in/samcwilkerson/