[Webinar Replay] Managing Credit as Strategically as Investments Webinar
Please join us to learn how to integrate lending solutions into your wealth management practice.
Topics will include:
• Identifying client credit gaps & opportunities
• Secured and unsecured credit alternatives
• Matching needs for best-fit credit solutions
• Loan vs. liquidate strategies
• Liability Management principles & best practices
Hear from our professional panel:
• Moderator: John Yackel, Executive Managing Director, Envestnet
• Peter Stanton, Founder & Chief Executive Officer, Advisor Credit Exchange
• Todd Nelson, SVP Strategic Partnerships, LightStream Financial
• Debra Griffin, Vice President, Securities Backed Lending, Nationwide Financial
• Bryan J. Loew, CFP®, Head of Wealth Lending Sales, TD Bank
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