As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
WEBINAR
Take Control of Taxes Before Year-End: Using Roth Conversions to Maximize Returns
October 28 @ 2:00 pm - 3:00 pmAmid rising interest in including alternative investments in 401(k) plans, Roth conversions are experiencing a revival. Join us for an exclusive conversation on Roth conversion strategies featuring an expert panel moderated by Jennifer Li, Managing Partner of Agile Advisory (broker-dealer: Arkadios Capital). She will be joined by: …
Moderator/s: Jennifer Li
Speaker/s: Michelle Thomas, Jessica Correnti, McCarley Davis
Amid rising interest in including alternative investments in 401(k) plans, Roth conversions are experiencing a revival. Join us for an exclusive conversation on Roth conversion strategies featuring an expert panel moderated by Jennifer Li, Managing Partner of Agile Advisory (broker-dealer: Arkadios Capital).
She will be joined by:
• Michelle Thomas, Vice President, Marketing & Business Development at CNB Custody
• McCarley Davis, President of Madison Communities
• Jessica Correnti, Executive Vice President, Distribution & National Accounts at Capital Square
Join us and learn how to use Roth conversions in a portfolio to create positive opportunities for clients.
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 Blue Vault members and partners only. Learn about Blue Vault membership.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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Past Webinars
October 22 @ 2:00 pm - 3:00 pm
Ditch the Deck: Why It’s Time to Replace Your Pitch with a One-Page Flyer
Advisors are overwhelmed and short on time—yet many alternative investment sponsors still lead with dense, 20+ slide pitch decks. This…
October 15 @ 2:00 pm - 3:00 pm
Disruption in Motion: ADISA’s Jade Miller Reveals How Alternatives Are Evolving in the Retail Space
Retail access to alternative investments is fast-expanding and disrupting the investment landscape. Is that a good thing? Join us in…
October 2 @ 2:00 pm - 3:00 pm
Tax-Deferred DST Exit Strategies for Accelerated REIT Access
ExchangeRight Co-Founder and Managing Partner Warren Thomas presents a novel DST concept designed to provide investors a fast-track exit strategy…
September 24 @ 2:00 pm - 3:00 pm
Product Evolution – Innovation and the Shifting Landscape of Alternative Investments
Watch Andrew Deck, Vice President of Alternative Investments at LPL Financial, in an engaging conversation on the future of alternative…
August 21 @ 2:00 pm - 3:00 pm
Providing Retail Investors with Access to Institutional Credit Strategies
Watch an exclusive conversation with Kimberly Flynn, President, at XA Investments, Joseph Roth, Principal, at Eagle Point Credit Management, and…
