April 10, 2020

COVID-19 Updates and Other Recent Developments

News about COVID-19 (the Coronavirus) continues to capture headlines, cause uncertainty in the markets, and create concern within our community. We’ve created this page to provide you with reliable resources and communications during this difficult time.

For questions or concerns, please email us at info@serafinifinancial.com

Serafini Financial Group Contact Updates:

We are actively monitoring the situation and taking steps to ensure the health and well-being of our staff. In particular, we are listening to guidance from the Centers for Disease Control (CDC) and World Health Organization (WHO) to ensure that our office environment is clean and sanitized. We’re also practicing social distancing and using technology, including phone calls and videoconferencing, to allow us to minimize in-person interactions during this unprecedented time.

The following are the options we are currently recommending that clients use to communicate with us:

  • Investor360°® Messages – Many of you utilize the Investor360°® platform to access information on your portfolio. If you have not yet used the “Messages” tab, we would encourage you to take advantage of this secure method of communicating with us during this time.
  • Email – This method of communication is extremely effective for us in communicating timely updates to clients and we are committed to providing regular updates moving forward.
  • Phone – We continue to staff our phone systems and would welcome your call. If for any reason we are unable to immediately answer your call, please leave us a message and we will return your call promptly.

Conference Calls/Webinar Replays

Market and Economic Perspectives

Legislation – News and Guidance

Planning Opportunities

Technology and Information Security

Trusted Resources

Centers for Disease Control (CDC):
World Health Organization (WHO):
State Health Department Websites:
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COVID-19 Updates and Other Recent Developments

April 3, 2020

Student of the Market Webinar

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March 30, 2020

Student of the Market Presentation

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October 24, 2019

Client Education Event

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