Please join Stacy Chitty, co-founder and chief executive officer of Blue Vault Partners; Whitson Huffman, co-chief executive officer and chief investment officer of Capital Square; and Jessica Correnti, executive vice president, distribution and national accounts at Capital Square, as they kick off the “OZs in Transition Masterclass” webinar series, where they will break down the current realities and evolving landscape of opportunity zones.

This introductory session will explore:

• What’s fact in today’s 1.0 programs,
• Key transition considerations through December 31, 2028, and
• What may lie ahead with the potential 2.0 framework.

They will also cover outstanding guidance still expected from the U.S. Treasury Department, highlight important upcoming dates and set the stage for what you can expect from the rest of the series. Whether you’re actively investing or simply staying informed, this session will provide a clear, timely foundation for what’s next.

Q&A session to follow. Register today!

Register Now

Please 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.

The replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.