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The CARES Act – a $2 trillion coronavirus response and stimulus package – was signed into law on March 27, 2020.  CAISSA CEO and Founder Kelly Pedersen participated in a webinar presented by Michael Kitces and Jeffrey Levine that same day summarizing some of the items in the bill.

Read Kelly’s full memo for a high-level overview of some of the items included in the bill. There is still much to learn, but hopefully this provides some fodder for consideration and planning during this time. Click here to read the CARES Act memo.

Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic wealth management. Based in Bloomington, Minnesota, Caissa financial planning professionals provide individualized strategies for every client. You can expect more from CAISSA, and in turn you will get a fiercely loyal advocate on your side. For more news and information on wealth management solutions, visit Caissa Wealth.