In Part 1 of this Inside the V(ALT) discussion, Fred Hubler of Creative Capital Wealth Management Group talks about his Retainer Based Academy program, why he built the program and how it works.
Learn more about the Retainer Based Academy.
Inside the V(ALT) with Jay Frank
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about the OZ Program and shares some of the key points from their recent whitepaper “OZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability.”
