BREAK & EDUCATE: OPPORTUNITY ZONE INVESTING

Donna Rasile, Senior Vice President, Investment Advisor at FinTrust Capital Advisors hosted a Webex on June 8, 2021, with experts in the field of opportunity zone investing, Louis Dubin, Managing Partner, and Lori Perro, Managing Director at Redbrick LMD. Together, they explored the current “opportunities” of Opportunity Zone investing.

In our current and ever-changing environment now is a good time to learn more about investing in an Opportunity Zone fund. Opportunity Zone investing may offer investors a way to achieve their financial goals. Learn more about investing in a qualified Opportunity Zone fund, including the economic impact, tax advantages, and investing guidelines.

Click the video link to watch the presentation if you missed it on June 8th. We invite you to share this with your family and friends, or colleagues.

DONNA RASILE, RLP®
Senior Vice President, Investment Advisor

Donna focuses on helping clients achieve their financial and life goals through a holistic and customized approach to financial planning and wealth management. With extensive investment industry experience, she pulls on this experience and knowledge to develop comprehensive plans that are designed to deliver financial peace of mind. She honors meaningful client relationships while focusing on a goal to deliver excellent client service. Click to learn more >>

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