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Event Details
"Crack the Code: Working with Women of Wealth"
Presented by Christine Miller, Strategic Relationahship Consultant, T. D. Ameritrade Institutional
(No CE available for this program)
Program details:
- How to work with Women of Wealth
- Seizing the Opportunity
- Women of Wealth Research Study: Key Findings
- How You Can Create Trust: Strategies for Engaging Women of Wealth
- Case Study
- How TD Ameritrade Instutional Can Help
Christine Miller is a Strategic Relationship Consultant for TD Ameritrade Institutional.
Through practice management and consulting engagements, Christine helps TD Ameritrade
advisors build better businesses, grow their assets, increase referrals, retain clients, and
navigate the increasingly complex, yet powerful, technology landscape.
“2013 Economic and Real Estate Outlook”
Presented by Kevin White, CFA, COLE Real Estate Investments
1 CE Applied for
The are a number of of risk factors to consider as you explore non-traded REIT offerings. Some of the risks associated with investing in non-traded REITS include:
- Absence of a public market for these non-traded securities and the lack of liquidity
- No guarantee that investors will receive a distribution or return of capital
- Conflicts of interest facing the REIT, its advisors and its affiliates
- Dependence on an advisor to select investment and conduct operations for the REIT
- Payment of significant fees to an advisor, affiliates and broker/dealers
- Economic factors affecting the real estate market that may negatively impact the REIT's
tenants and their ability to pay rent
- If a REIT fails to qualify as a REIT for federal income tax purposes, the net asset value and
cash available for distribution to the REIT's stockholders could materially decrease and
adversely affect the return on an investment.
Kevin White, CFA serves as Senior Vice President, Investment Strategy & Research at COLE Real Estate Investments. In this role, he is responsible for providing strategic analysis in support of the investment process, articulating Cole's views on the U.S. economy and commercial real estate markets, and assisting in leading Cole's research and strategy organziation.
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When & Where
Lockkeepers
8001 Rockside Road
Valley View,
44125
Thursday, March 21, 2013 from 8:00 AM to 11:00 AM (EDT)
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