Lunch & Learn Webinar Series: November 12

Lunch & Learn Series: November 12
1 PM ET | 10 AM PT
60 minutes

Why Do the Wealthy Borrow?

While it might seem counterintuitive, the wealthy understand the power of leverage more than most other segments of the population in today’s low interest rate environment. Having ready access to cash allows borrows to smooth out cash flow; seize opportunities to make major purchases; and handle emergencies without disrupting their portfolios. In addition, borrowing is frequently a tax-efficient method of generating income. Learn the methods that wealthy clients are using to ‘unlock’ capital and grow wealth in strategically tax-efficient ways


No cost to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time