Tuesday, March 10, 2020 | 4:15 pm ET / 1:15 pm PT
| Helping clients meet liquidity needs without disrupting investment strategies Tuesday, March 10, 2020 | 4:15 pm ET / 1:15 pm PT
Clients have all kinds of cash needs. Some are unexpected, ranging from surprise liabilities to fleeting opportunities. Read More
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PRESENTER: Whitney Magruder Managing Director Goldman Sachs Private Bank Select |
| PRESENTER: Suzette LaBonne Vice President, Regional Lending Manager Goldman Sachs Private Bank Select |
| MODERATOR: David Armstrong Editor-in-Chief and Executive Director of Content and User Engagement WealthManagement.com |
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| Clients have all kinds of cash needs. Some are unexpected, ranging from surprise liabilities to fleeting opportunities. Others can be planned in advance but still require tradeoffs if not planned and managed appropriately. Securities-Based Lines of Credit (SBLOCs) allow a client to borrow against their non-retirement accounts for home renovations, educational expenses or tax payments. The line of credit uses qualified stocks, bonds, mutual funds, ETFs and cash as collateral but, importantly, allows those assets to stay invested and to continue to be managed. Attend this essential webinar to learn how:
SBLOCs can help clients meet immediate liquidity needs while staying invested Managing both sides of the balance sheet positions advisors as a comprehensive wealth management solutions provider SBLOCs can be economically advantageous for clients when market returns and tax liabilities are greater than interest *CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. |
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| | Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch On Demand shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.
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