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Why Private Offerings Are So Critical for Your Clients
July 18, 2019 @ 2:00 pm - 3:00 pm
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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