CONTACT         

Complimentary Educational Events

Would you like to learn key information about improving your financial position for now and in the future? Then you don’t want to miss our highly informative events. These events are designed to be interactive so bring your questions!

The Age of Commercial Real Estate

Why it’s the right time to allocate beyond traditional stocks, bonds, and mutual funds.

Whether you’re looking to save more for retirement, provide for your child’s college savings, or simply diversify your investment portfolio — there are many reasons to explore commercial real estate. Benefits include:
  • Hedge Against Inflation
  • Hard Asset Investment
  • Less Volatility
  • Diversification
  • Liquidity
Join Jason Hayes, Senior Vice President, Cantor Fitzgerald Capital, as he makes a case for commercial real estate and why it might be advantageous for your investment portfolio.
Thursday, February 6, 2020
3:00 PM

Register

Please check back soon for upcoming events. Thank you.

Dinner & Learn
with Justin Feldman
SVP Western Divisional, Resource Securities

A Professionally Managed, Diversified Interval Fund and Fixed-income Strategy

Are you generating the income you need? The fixed-income landscape is in flux, threatening your portfolio’s risk-adjusted income potential. Add a flexible credit solution to confront today’s potential risks. The Resource Real Estate Diversified Income Fund is a professionally managed, closed-end interval fund that blends multiple real estate investment types across multiple sectors to offer a risk-adjusted income strategy.
At This Event you will learn:
– How to Access nationwide properties in a single investment
-Why you should consider adding a dynamic, income-focused credit strategy to your investment portfolio
April 4 @ Nixon Chops and Whiskey
13033 Philadelphia St.
Whittier, CA 90601
5:00 PM – 7:00 PM

Register

Event Flyers

Diversified Interval Fund Strategy
Fixed-Income Credit Strategy

Professional Money Management:
The Smart Guide to Sound Investing

Ortiz World Wealth Professional Money Management

Fill in your details below to download our free guide that details how you can Live Better and Plan Smarter.