WEALTH MANAGEMENT EVOLVED
Posted on: October 10th, 2019

Wondering what Opportunity Zone Investments are and if they’re appropriate for your portfolio? Opportunity Zones are a hot topic right now in light of the recent tax law changes. Come hear from Matt Parenti, a senior advisor at wealth management firm Private Vista, who will discuss why Opportunity Zones are being talked about so much right now and how to determine if this sort of investment is for you. Don’t miss this educational webinar that will help you make informed decisions about your future!

 

 

Important Disclosures

This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever.

Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, www.iapd.com, searching with our company name or unique identifier, CRD # 108084.  As with any investment strategy, there is potential for profit as well as the possibility of loss.  We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable.  Past performance is not a guarantee of future results.

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