How to Attract High Net Worth Clients with 506(c) Tax Mitigation Strategies

Sponsor: Urban Catalyst Funds

Date: February 22nd, 2024

Time of Event: 9:30 AM (PST)

Event Type: Virtual

Description of Event:

Join one of our upcoming “Attract High Net Worth Clients with 506(c) Tax Mitigation Strategies” webinars hosted by Lisa Florest, VP of Hybrid Sales and Product Specialist at Urban Catalyst Funds. You will learn about different strategies to be able to distinguish yourself from other advisors and become their tax hero.

Event Webpage/Registration info: Click here for more information and to register.