ClearView Wealth Management provides educational seminars focusing on a variety of investments that are alternatives to stocks, bonds and mutual funds. They include syndicated real estate offerings such as Delaware Statutory Trust (DST) for §1031 Exchange options as well as Oil & Gas, Equipment Leasing, REITs, Managed
Equities and Business Development Companies (BDCs).
We are currently presenting our Industry Update seminar series
for accredited investors.* The seminars begin at 11:00 am
and go to 2:30 pm. We will have eight to ten sponsors at each program and they will each spend
10 minutes giving you their insights into the current state of their
segment of the investment world. We also expect to have a guest
speaker at each event to share their unique perspective on the
financial services industry. You are encouraged to invite your
accredited colleagues, friends and family to this presentation.
If you would like to be added to our e-mail list to receive notification of the speakers and locations, please click here.