With the presidential election just around the corner and the COVID-19 crisis continuing on, 2020 has brought a time of uncertainty for many investors.

To explore our current environment and the investment planning that should go along with it, Iván Watanabe joins Robert Pruett in today’s episode. Robert shares what has been happening as a result of the global pandemic, both in the market and for clients. He also reveals how some of OPUS’ planning ideals have helped clients weather the short-term craziness of the year, all the while staying on track with their long-term plans.

In this episode, you will learn:

Tune in now and discover how COVID-19 has impacted the investing landscape — and what you as an investor should keep in mind during this time of uncertainty!

Resources: Opus Private Client, LLC

When it comes to the physical and economic impact of COVID-19, many are questioning what our future could look like, especially from a policy standpoint.

To explore this question, Iván Watanabe joins Joshua Caron for today’s episode. As the vice president of legislative affairs at AALU & GAMA, Joshua shares his insight into the government’s reaction to the economic crisis created by COVID-19, the possible repercussions of the government’s financial aid, and how the government might recuperate post-COVID.

In this episode, you will learn:

Tune in now to learn how the government has provided relief throughout the COVID-19 crisis — and what it could mean for the country’s financial tomorrow.

Resources: Opus Private Client, LLC  | AALU and GAMA | Contact Josh Caron

Have you created your will yet? If not, what will happen to your assets when you pass away?

In this episode, OPUS Private Client senior founder Michael Perry joins Anthony Enea, an elder law attorney with years of experience with elder law, wills, trusts and estates, asset protection, and special needs planning. Today, Anthony shares his expertise on the importance of creating a will and the impact it can have on your assets, while also answering common questions about estate planning. 

In this episode, you will learn:

Tune in now for your run-down on what you need to know about estate planning with wills and trusts!

Resources: Opus Private Client, LLC  | [email protected]: (914) 825-1024 | Enea, Scanlan & Sirignano, LLP

With the pandemic precautions, returning to school is a concerning issue for many parents. What will their children’s education look like throughout the 2020-2021 school year?

In this episode, Ivan Watanabe is joined by OPUS partner George Papanicolaou and educational consultant Elaine Avinoam. Elaine shares her insight into the changes to schooling due to COVID-19 and the impact it could have on children, both in curriculum and in childrens’  socialization. 

In this episode, you will learn:

Discover how the 2020-2021 school year will be impacted by COVID-19 precautions. 

Resources: Opus Private Client, LLC ❘ Elaine Avinoam Consulting

Are you getting the most out of your company benefits?

In this episode, Russ Carpentieri and Iván Watanabe encourage you to stop leaving company benefits on the table and start using them. Find out which benefits people overlook the most, why people don’t enroll for good benefits, and, most importantly, how to start using benefits to your advantage. 

In this episode, you will learn:

Tune in now to learn how to make the most of your company benefits!

Resources:  Opus Private Client, LLC 

As your life changes, so will your financial planning needs. One major transition that can shift your financial picture is starting a family.

But what should you consider around your financial planning when it comes to starting your family?

Today, Iván Watanabe joins OPUS Private Client’s George Papanicolaou to discuss financial planning considerations for young families. Together, they reveal key questions you should ask when planning for your first child and share planning ideas for after you welcome your first child.

In this episode, you’ll learn:

Tune in now to discover the importance of financial planning when starting your family!

Resources:  Opus Private Client, LLC

A lot has changed over the years, including our lifespans, goals, and view of what makes the perfect retirement. How is financial planning adapting to this changing landscape?

To examine some of these changes, Iván Watanabe joins wealth advisor Rob Pruett for today’s episode. Together, they discuss the effect COVID-19 has had on retirees and where the future of retirement planning could be heading with younger generations.

In this episode, you will learn:

Tune in now to learn more about the retirement landscape in our current environment and beyond!

Resources:   Opus Private Client, LLC