Special Episode 29: How COVID-19 Has Changed Financial Planning

Special Episode 29: How COVID-19 Has Changed Financial Planning

Episode 29 - Regions Wealth Podcast Series

The COVID-19 pandemic left even the most financially secure Americans feeling vulnerable. As many scrambled to create estate plans or fortify their emergency savings, the importance of having a solid financial plan in place was underscored. In this episode of Regions Wealth Podcast, Senior Wealth Strategist Julia Weaver joins us to discuss financial lessons learned during the COVID-19 pandemic, how individuals can incorporate those lessons as they plan for the future, and why now is an important time to update your financial plan.

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Meet the Speaker

Julie Weaver is a Private Wealth Strategist at Regions, where she works with business owners, executives, families, and advisors to structure succession and exit strategies among complex businesses. Julie is a Certified Wealth Strategist (CWS) and brings her team over ten years of experience in the field. Prior to launching her career in wealth management strategies, she obtained a Law Degree in Taxation at the University of Alabama in addition to her Juris Doctorate degree from the University of Indiana. She remains quite involved in her community outside of work, spending her spare time as a council member on the Professional Advisors Leadership Council for the Central Indiana Community Foundation and is a committee member on the Indianapolis Zoo's Planned Giving Committee. Want to find an advisor like Julie? Contact a Wealth Advisor today.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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This information is general education or marketing in nature and is not intended to be accounting, legal, tax, investment or financial advice. Statements of individuals are their own—not Regions’. Consult an appropriate professional concerning your specific situation. This podcast is intended for educational and marketing purposes only. The people and events are fictional but represent real issues. No identification with actual persons is intended or should be inferred.