financial planning

Alternative Investments for the Mass Affluent versus UHNW Families


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$25.00

Alternative investments are often only considered as an option for UHNW clients.  While many of these types of investments require at least an accredited status, there are still plenty of options the mass affluent can consider that will diversify their portfolio and potentially reduce risk.  Join Greg and Tim for a discussion about different types of alternative investments, how they fit into your clients’ planning, and how to meaningfully compare and contrast the various options.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Gregory Banner

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Description

Alternative investments are often only considered as an option for UHNW clients.  While many of these types of investments require at least an accredited status, there are still plenty of options the mass affluent can consider that will diversify their portfolio and potentially reduce risk.  Join Greg and Tim for a discussion about different types of alternative investments, how they fit into your clients’ planning, and how to meaningfully compare and contrast the various options.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Gregory Banner

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