Broker Check

Paycheck Protection Program (PPP) Recap

June 03, 2020

We had a great turnout for our webinar, in which Kristin Gavin, CPA of Barz Gowie Amon Fultz Certified Public Accountants, and I recapped the ever-changing Paycheck Protection Program (PPP) hosted by the Cindy Dickerman Team at Keller Williams. 

 Whether you were able to attend or not, the good news is that we recorded the session!

 Simply click the link below to view the webinar at your leisure.

 Additionally, here is a brief summary of key points that were discussed:  

  • Paycheck Protection Program (PPP) - What is it?
    • The US Treasury & SBA came together to determine how we get dollars into employers' hands so they don’t have to lay off or furlough employees.
    • Round 1 - $349 Billion dollars.
    • Round 2 - There is still money available!
  • Review of Forgiveness Application
    • 8 Week Timeline of how to use the funds
      • 75% of payroll costs
      • 25% utilities, leases, etc.
    • Proof of distributions
    • Required documentation verifying payroll costs
    • Use of funds versus forgiven funds


Please note that all information within this webinar is subject to change.

Thank you again to Cindy and team for inviting us to present this information.

Remember, we have a great team of people who are available to help you! (Click here to see who can help you best.) We are going to get to the other side of this.


About Ian Meierdiercks, CEO IM Wealth Partners

Ian Meierdiercks started his career at one of the oldest and largest financial planning firms in the industry and quickly determined the only way to provide truly comprehensive and unbiased advice was in an independent environment separate from any specific investment and/or insurance company.

It is out of this belief that IM Wealth Partners was founded. Using a goal-based approach, IM Wealth Partners looks to simplify and coordinate the often complex financial landscape in an attempt to help each and every client maximize their potential and exceed their goals.

IM Wealth Partners’ financial concierge model is designed to provide a macro approach to achieving goals while making micro-decisions on a day-to-day basis. Ian Meierdiercks and his team work diligently every day to provide the highest level of expertise and service. A level they feel everyone seeks and deserves.

Using his twenty years of experience, Ian Meierdiercks meets daily with potential, new, and existing clients of the firm to skillfully guide the financial planning process for each. Ian has a strong background in working with Real Estate professionals and affluent clients.

Widely respected as a financial planner, Ian Meierdiercks is invited regularly to serve as a guest speaker by numerous companies, organizations, colleges, and universities.

Ian Meierdiercks proudly holds Series 7, 63, 65, and 66 securities licenses, as well as life, accident and health insurance licenses.

Investing involves risk, including the possible loss of principal invested. Neither Ian Meierdiercks nor IM Wealth Partners make any guarantees or claims to provide legal, mortgage, accounting or tax-preparation advice. You should consult your tax and legal advisors for your specific situation. Securities offered through SA Stone Wealth Management Inc., Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc.