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

The Reverse Mortgage Group, Beth Miller-RoweWebinarDecember 1, 2021, 1:00 pmLearn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets – Speakers – Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Finance of America Reverse – 2 CFP CE Credits – Download Flier – Details/RegisterAccess Video Explaining Reverse Mortgages

Articles,  White Papers, Videos & Commentary

EMQQArticleUnderstanding EMQQ – The Emerging Markets Internet + ECommerce ETF

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