December 2, 2024
Webinar Replay
TriLinc CEO Gloria Nelund hosts Dr. Kris Gray, Founder & CEO of Integrity Financial and Roshan Weeramantry, Co-Head of Wealth Management Partners at Helium Advisors to discuss
“Year-End Optimization Strategies for Clients” Click the “Webinar Replay” button to listen to this insightful and educational webinar offering valuable information on
- Dynasty trust planning and private placement strategies
- Charitable Remainder Trusts, Donor Advised Funds, Roths and Gifting
- Investing Alternative investments and diversification
- Helpful tools and advice for advisors to pass onto clients