Strategic Partner Circle

The Strategic Partner Circle gives FPA members the opportunity to check out additional items of interest from our strategic partners!

Events & Webcasts

Cantor FitzgeraldMarch 2, 2021, 4:00 pmEducational Webinar – Opportunity Zone – CE for CFPs, CPAs
and MCLE

The Reverse Mortgage GroupMarch 9, 2021, 1:00 pmLearn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets, Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group – 2.0 Hours of CE credit – Details/Register 

Mutual of Omaha Reverse MortgageCOVID-19’s Impact on Social Security Claiming Decisions, Mary Beth Franklin, CFP® – Access Recording Here

Articles,  White Papers, Videos & Commentary

Cantor Fitzgerald – IRS Code 1031 is one of the most powerful estate planning tools for sophisticated investors looking to defer short- and long-term gains in real estate.  Many financial advisors do not know that investors can complete a 1031 exchange via a passive vehicle.  A Delaware Statutory Trust is a turnkey passive solution that allows investors a way to compete a 1031 exchange without having to deal with the management side of real estate.  Please listen to this educational webinar to learn more. Meeting Recording: – Access Passcode: Cantor1!

Cantor FitzgeraldArticlesProviding Options to Clients with 1031 Exchanges Using DSTs and Opportunity Zones / Investing in the Zone: Introduction to Qualified Opportunity Zones / Understanding 1031 Exchanges

Stonecrest Managers ArticleReal Estate: Two Markets Emerge by Christina Gray, Investment Relations