Blue Vault’s Alts and Answers Luncheon Series is designed exclusively for wealth advisors seeking timely insights into private market investments and their impacts on portfolio construction, risk, and return — all in a focused, in-person format.
Prior to the luncheon, we are offering a CE credit session, "Understanding Tax-Deferred Exchanges", presented by Kim Comer, Senior Regional VP - Southeast/FL, Bluerock. One hour of CE credit is available for CFP®, CIMA®, CIMC®, CPA®, CPWA®, and RMA® designations. |
