February 12, 2020 Breakfast Meeting Announcement
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Investing In Opportunity Zones
Presented by
Steve Pointer and Jeff Hertz, Cantor Fitzgerald
The Tax Cuts and Jobs Act of 2017 designated communities known as Qualified Opportunity Zones to encourage long-term investments. Opportunity Zone investments help drive real estate development, job creation and overall economic growth which can then have a compounding effect on the original investment, potentially benefiting investors and communities alike. Learn how this unique initiative can preserve capital gains and deliver potential tax benefits to investors.
Steve Pointer and Jeff Hertz from Cantor Fitzgerald will present. Cantor Fitzgerald is an American financial services firm that was founded in 1945. It specializes in institutional equity, fixed income sales and trading, and serving the middle market with investment banking services, prime brokerage, and commercial real estate financing.
Wednesday, February 12, 2020
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
520-325-1541
Members $15 / CFA Members $10 /Guests $40 (No CE credits for guests)
First time breakfast guest fee - complimentary (No CE credits for guests)
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM
2.0 Hrs of CFP CE Credits for FPA/CFA Members
RSVP to Gerry Oldenski by Friday,
February 7, 2020 at
gerry@dynasetaz.com
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
2020 Programs - Upcoming Meetings
Mark Your Calendars
(All Breakfast meetings at the Arizona Inn )
Registration and breakfast at 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE for FPA members
Date: February 12, 2020
Topic: Investing in Opportunity Zones
Date: March 11, 2020
Topic: CFP Ethics
Date: April 8, 2020
Topic: Life Insurance Settlements
Date: May 13, 2020
Topic: Tax Uncertainty and Retirement Savings Diversification
There are no meetings in June and July
Date: August 12, 2020
Topic: TBD
Date: September 9, 2020
Topic: Financial Therapy
Date: October 14, 2020
Topic: Reverse Mortgages
If you have any ideas for topics or speakers, please contact:
Tim Daughenbaugh
