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X-WR-CALDESC:Events for Blue Vault
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DTSTART;TZID=America/New_York:20260618T140000
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UID:402457-1781791200-1781794800@bluevaultpartners.com
SUMMARY:Attracting & Closing OZ Opportunities with Clients: Today & Tomorrow
DESCRIPTION:Join us for a dynamic panel discussion featuring an independent broker-dealer financial professional\, a registered investment advisor and Stuart Bahnmuller\, Senior Vice President\, RIA Sales at Capital Square\, as they share practical strategies for attracting and closing opportunity zone investments with clients. \nThis session will focus on: \n\nHow to effectively position OZ opportunities with both existing clients and new prospects in today’s environment\nPreparing for a potential 0Z 2.0 landscape.\n\nPanelists will offer real-world insights on messaging\, client education and navigating evolving expectations\, equipping you with actionable approaches to drive engagement and build confidence in OZ investing now and in the future. \nRegister Now \nPlease note: This live webinar is restricted to wealth advisors\, broker dealers\, and Blue Vault members and 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. \nThe replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.
URL:https://bluevaultpartners.com/event/attracting-closing-oz-opportunities-with-clients-today-tomorrow/
CATEGORIES:Capital Square,Webinars
ORGANIZER;CN="Blue Vault":MAILTO:info@bluevaultpartners.com
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