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WEBINAR
Why Private Offerings Are So Critical for Your Clients
July 18, 2019 @ 2:00 pm - 3:00 pmPrivate offerings have completely evolved, and there are reasons they are instrumental for today’s skilled financial advisor. Find out why by viewing this webinar, the first in a series of webinars on private offerings. Kirk Montgomery, Managing Partner of Kirk Montgomery Law, LLC and industry veteran, moderates a panel discussion…
Moderator/s: Kirk Montgomery
Panelist/s: Don Deans, Bill Leitner, Clive Slovin
Private offerings have completely evolved, and there are reasons they are instrumental for today’s skilled financial advisor. Find out why by viewing this webinar, the first in a series of webinars on private offerings. Kirk Montgomery, Managing Partner of Kirk Montgomery Law, LLC and industry veteran, moderates a panel discussion featuring Don Deans of Sixty West, Bill Leitner of Leitbox Portfolio Partners, and Clive Slovin of The Strategic Financial Alliance, Inc.
Download the slides here.
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Past Webinars
October 30 @ 2:00 pm - 3:00 pm
Exploring DSTs: Opportunities and Insights for Savvy Investors
Join us for an informative webinar, "Exploring DST: Opportunities and Insights for Savvy Investors," featuring industry experts Shawn O'Shaughnessy from…
October 16 @ 2:00 pm - 3:00 pm
Why Strong Underwriting is Essential
Watch "Why Strong Underwriting is Essential", a webinar focused on the critical role of meticulous underwriting in real estate investments…
September 25 @ 2:00 pm - 3:00 pm
Stable Income, Regardless of Rate Cuts
Join us on Wednesday, September 25, at 2:00 pm EDT for insight on effectively adjusting for various market conditions. With…
September 19 @ 2:00 pm - 3:00 pm
Mid-Year Alternative Investments Performance Update
Join us on Thursday, September 19, at 2:00 pm EDT for an update on the performance of alternative investment offerings…
August 28 @ 2:00 pm - 3:00 pm
The Why Behind the Rise in Popularity and Market Share of 506(c) Offerings
On Wednesday, August 28, we hosted a panel webinar offering insight on the growth of 506(c) offerings. The esteemed panel…
