Description

Sophisticated investors are looking for an advisor that can be a sounding board for non-traditional investments as well as the integration of their business and personal planning needs.

Join Greg and Monica to understand alternative investment opportunities that help diversify your client’s portfolio, such as Qualified Opportunity Zones or Crypto Currency, as well as how they can contribute to overall tax reduction strategies, estate planning, asset protection, retirement planning, and traditional financial planning.

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

Presented by Greg Banner and Monica Szakos