Description
Alternative investments are one of many investment options for clients to consider and could play a valuable role in helping to strategically diversify their portfolio. Join Greg 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 Presented by Greg Banner, CFP ®, CLU ®, CRTP