Join Donna Rasile, Senior Vice President, Investment Advisor at FinTrust Capital Advisors as she hosts experts in the field of opportunity zone investing, Louis Dubin, Managing Partner, and Lori Perro, Managing Director at Redbrick LMD. Together, they will explore 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.
When & Where: Join us on Tuesday, June 8, 2021 at 12:00 PM on Webex.
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.
Donna employs an integrative approach with her clients, as well as their families. She excels in working with women, helping them to visualize their financial futures while equipping them with the tools needed to realize their goals.
As a Registered Life Planner, she asks her clients important questions while actively listening. Understanding their life goals, Donna is able to help them align their financial goals with their life goals.
During her casual hours, Donna enjoys a passion for cooking and entertaining, considering herself to be a “foodie.” She enjoys walking, Pilates, reading and enjoys family time with her husband, Bob, and their two adult children.