Tuesday, March 10, 2020 | 4:15 pm ET / 1:15 pm PT
If you have trouble viewing this email, read the online version.
Hero
 


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


  

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

 
 
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.

SPONSORED BY:


  

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.
WealthManagement.com   Twitter Facebook LinkedIn
 
 
 

Periodically, WealthManagement will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.

WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement