WEBINAR

Why Private Offerings Are So Critical for Your Clients

July 18, 2019 @ 2:00 pm - 3:00 pm

Moderator(s): Kirk Montgomery

Panelist(s): Don Deans, Bill Leitner, Clive Slovin

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Why Private Offerings Are So Critical for Your Clients

Name: Why Private Offerings Are So Critical for Your Clients
Start: 2019-07-18T14:00:00-04:00
End: 2019-07-18T15:00:00-04:00

July 18, 2019 @ 2:00 pm - 3:00 pm

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.

Details

Date: July 18, 2019
Time:
2:00 pm - 3:00 pm
Event Categories: Leitbox, Sixty West, Webinars

Organizer

Blue Vault Events
Phone 877-256-2304
Email Events@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

Kirk Montgomery

Managing Partner Kirk Montgomery Law, LLC Moderator

Don Deans

Director of National Accounts Sixty West Panelist

Bill Leitner

Founder Leitbox Portfolio Partners

Clive Slovin

President & CEO The Strategic Financial Alliance, Inc. Panelist

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