WEBINAR

Differentiating Through Faith-Based Private Market Solutions

October 19, 2023 @ 2:00 pm - 3:00 pm

Join Jim Schlager, CFP Founder & Managing Partner and Michael Schulman, Partner & Chief Investment Officer of Running Point Capital on Wednesday, October 18, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more.

Presenter(s): Daniel Phillips, Micky Reeves

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This event has passed.

Differentiating Through Faith-Based Private Market Solutions

Name: Differentiating Through Faith-Based Private Market Solutions
Start: 2023-10-19T14:00:00-04:00
End: 2023-10-19T15:00:00-04:00

October 19, 2023 @ 2:00 pm - 3:00 pm

Join us on Thursday, October 19, at 2:00 pm EDT for a discussion with Micky Reeves, Senior Wealth Advisor with EverSource, and Daniel Phillips, Director of Investments at EverSource. They will share the EverSource story and their experience with a movement towards aligning clients’ portfolios to their values. Values-based investing can be a differentiating factor in your wealth management practice and alternative investments are an important piece of this puzzle.

There will be time for questions, register today to reserve your spot.

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

Details

Date: October 19, 2023
Time:
2:00 pm - 3:00 pm
Event Category: Webinars
Website: https://attendee.gotowebinar.com/register/6742842352776526176?source=Website

Organizer

Blue Vault
Phone 877-256-2304
Email info@bluevaultpartners.com

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Daniel Phillips

Director of Investments EverSource

Micky Reeves

Senior Wealth Advisor EverSource Wealth Advisors® LLC

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