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Coming in Summer/Fall 2020

As more people become interested in direct local investments, the need for professional guidance and evaluation has increased dramatically. To that end, we are creating accredited curricula, resources, and client-facing materials to help investment advisory professionals better serve their clients.

Topics will include:

  • Current and evolving regulatory changes
  • How to evaluate and report on local investments in a diversified portfolio
  • Using Self-Directed IRAs and Solo 401(k)s for local investments
  • What’s new with Opportunity Zones, and more