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

March 20, 2024, 11:00 am – Topic: Adaptative-Based Retirement Spending – Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management, Bryn Mawr Trust – Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli
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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