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Exceptional Advisor Webinar Series

brought to you by Investments & Wealth Monitor

Please save the date and/or register for one of our Exceptional Advisor® Webinar Series events, brought to you by the Investments & Wealth Monitor®. All of the programming is delivered in real-time in a virtual webinar format (e.g., at a scheduled date and time). Join us for a biweekly, one-hour webinar hosted by Tony Davidow, CIMA®, Chair, Investments & Wealth Monitor® Editorial Committee, or for a half-day of education on a focused industry topic with our quarterly Focus On events.

2020 Schedule 

Tax Advantages of 1031 Exchanges Webinar
September 30, 2020 | 4:30-5:30pm ET

Taxes on the sale of appreciated real estate may be significant. A 1031 exchange is one of the most effective investment tools for real estate owners looking to defer capital gain taxes on the sale of appreciated investment properties. In this one-hour webinar sponsored by Black Creek Group, learn how 1031 exchanges allow your clients to defer taxes on the sale of the investment property while also maintaining their exposure in the real estate sector.
Learn more and register here.

Regime-based Asset Allocation Webinar 
October 8, 2020 | 4:30 - 5:30 p.m. EST

Regime-based asset allocation is a dynamic approach that relies upon a macroeconomic framework to allocate assets. This approach gained prominence after the 2008 financial crisis and may warrant consideration in today’s market environment. This webinar will address the following: what is regime-based asset allocation, the various macroeconomic conditions to consider, the practical implications of employing the approach, and whether it makes sense in today's market environment.
Learn more and register here.

Focus on Investment Portfolios for HNW Clients
November 10, 2020 | 11:00am-3:30pm ET

Join us for a half-day of education focused on investment portfolios. Portfolios for high-net-worth (HNW) clients are more sophisticated than the average affluent client. They require enhanced access to asset classes and products, such as private equity, alternatives, impact investing, and derivatives. These portfolios may also involve leverage and lending and require an elite advisor to manage all the moving parts.
Learn more and register here.