Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions.
WEBINAR
Why We Use Alts: An Advisor’s Perspective
January 20, 2022 @ 2:00 pm - 3:00 pmJoin us on Thursday, January 20, at 2:00 PM EST, for a webinar featuring Kevin Best, Personal Chief Financial Officer of Best Times Financial; Chad Clark, Partner and Senior Advisor with Redemption Capital; and Andrew Doughty, Senior Research Manager at Northeast Planning Associates. They will discuss how they choose alternative…
Panelist /s: Kevin Best, Chad Clark, Andrew Doughty
Join us on Thursday, January 20, at 2:00 PM EST, for a webinar featuring Kevin Best, Personal Chief Financial Officer of Best Times Financial; Chad Clark, Partner and Senior Advisor with Redemption Capital; and Andrew Doughty, Senior Research Manager at Northeast Planning Associates. They will discuss how they choose alternative investments, client education strategies and their experience with alts.
There will be time for audience questions. Register today to reserve your spot.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Elite Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.
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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