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

Kirk Montgomery, Moderator | Don Deans, Panelist | Bill Leitner, Panelist | Clive Slovin, Panelist

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.

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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Why Private Offerings Are So Critical for Your Clients

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

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Why Private Offerings Are So Critical for Your Clients

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

Who we are

Store

BVD (Blue Vault Database)

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