Webinar – Expert Financial Planning with Alternative Asset Investing

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Expert Financial Planning with Alternative Asset Investing

Many alternative asset investors feel like they have to forego the guidance of a financial planning professional to participate in their preferred investments. Many million-dollar and multi-million-dollar investors feel like they do not receive advice that is scaled to their level of wealth.

Join Advanta IRA’s Clay Malcolm and his guests, Peter May JD, LLM, CFP, and Ross Rubin, a financial advisor with more than 20 years of experience, to explore the path of sound financial and estate planning with alternative investments. Register today.

Tuesday, November 2, 2021
12 – 1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.

REGISTER TODAY

About the Presenters

Peter May

Peter holds the titles of JD, LLM, CFP, and is a wealth advisor with AlphaStar Capital Management, LLC. providing financial planning and consulting services in addition to traditional investment management services. Peter’s clients include individuals, families and businesses. His approach is from an Oversight & Guidance perspective. A key distinction of Oversight & Guidance is that it touches all aspects of a client’s life, improving their financial, and more importantly, their non-financial well-being.

Ross Rubin

Ross advises clients on fiduciary matters, providing guidance, oversight & problem solving on decisions that impact clients financially. Ross is an advisor with AlphaStar Capital Management, LLC. Ross brings 20+ years of experience with a consultative approach to Transformative NavigationSM…improving clients’ financial and non-financial well-being. Ross earned his MBA from University of North Carolina, Chapel Hill and his undergraduate degree in Finance from the University of Florida. Ross resides in the suburbs of Philadelphia with his wife and two daughters.

Details

Date:
November 2
Time:
12:00 pm - 1:00 pm ET EDT
Cost:
FREE
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA

Expert Financial Planning with Alternative Asset Investing

Many alternative asset investors feel like they have to forego the guidance of a financial planning professional to participate in their preferred investments. Many million-dollar and multi-million-dollar investors feel like they do not receive advice that is scaled to their level of wealth.

Join Advanta IRA’s Clay Malcolm and his guests, Peter May JD, LLM, CFP, and Ross Rubin, a financial advisor with more than 20 years of experience, to explore the path of sound financial and estate planning with alternative investments. Register today.

Tuesday, November 2, 2021
12 – 1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.

REGISTER TODAY

About the Presenters

Peter May

Peter holds the titles of JD, LLM, CFP, and is a wealth advisor with AlphaStar Capital Management, LLC. providing financial planning and consulting services in addition to traditional investment management services. Peter’s clients include individuals, families and businesses. His approach is from an Oversight & Guidance perspective. A key distinction of Oversight & Guidance is that it touches all aspects of a client’s life, improving their financial, and more importantly, their non-financial well-being.

Ross Rubin

Ross advises clients on fiduciary matters, providing guidance, oversight & problem solving on decisions that impact clients financially. Ross is an advisor with AlphaStar Capital Management, LLC. Ross brings 20+ years of experience with a consultative approach to Transformative NavigationSM…improving clients’ financial and non-financial well-being. Ross earned his MBA from University of North Carolina, Chapel Hill and his undergraduate degree in Finance from the University of Florida. Ross resides in the suburbs of Philadelphia with his wife and two daughters.