CE Credit Webinar: Opportunity Zones For Financial Advisors

On June 16th, OpportunityDb founder Jimmy Atkinson hosted a live one-hour webinar for financial advisors.

Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit.

Presenter

  • Jimmy Atkinson, OpportunityDb

Topics Covered

  • The tax benefits associated with investments made into Qualified Opportunity Funds.
  • When OZ investing is appropriate for client portfolios.
  • Eligibility, compliance requirements, and risks associated with OZ investing.
  • Comparison of OZs to 1031s and DSTs.
  • Opportunity Zone marketplace and legislative updates.

Download

Click here to download the deck for this webinar.

Quiz For CFP CE Credit

Click here to take the quiz after viewing the webinar.

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