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WEBINAR
Why Private Offerings Are So Critical for Your Clients
July 18, 2019 @ 2:00 pm - 3:00 pmPrivate 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…
Moderator/s: Kirk Montgomery
Panelist/s: Don Deans, Bill Leitner, Clive Slovin
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.
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