How to Leverage 1031 Exchanges, Delaware Statutory Trusts DSTs and Qualified Opportunity Funds

Kent Fitzgerald, from Charles River Advisors, talks to us about 1031 Exchanges, Delaware Statutory Trusts (DSTs) and Qualified Opportunity Funds in a fast moving and informative webinar.

Get the slide deck used in today's presentation here: bit.ly/2NDQIKo or copying and pasting the URL into your browser.

About Kent Fitzgerald: Kent A. Fitzpatrick is an Accredited Investment Fiduciary Analyst® from the Center for Fiduciary Studies, a Global Financial Steward® and a Certified Behavioral Finance Analyst. He is a registered representative of Concord Investment Services, Inc. He is the founder, Managing Director and an investment advisor representative of Asset Strategy Advisors, LLC (ASA) as well as Regional Director and an investment advisor representative of Asset Strategy Consultants, LLC. He is also the founder, President and a licensed insurance representative of Charles River Financial (CRF).

He has over 30 years of experience in financial planning, estate planning and providing investment advice. As a founding principal of both ASA and CRF, his focus includes oversight of a team providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation, investment strategies, risk management, fiduciary consulting and participant outcomes.

He is past president of Retirement Advisors and Designers of America (RADA) and a former board member of Envestnet Retirement Solutions (ERS).

Kent is a graduate of St. Anselm College with a BA in Economics and holds a Certificate in Fiduciary Governance from the Thunderbird Walker Center for Global Entrepreneurship. Additionally, Mr. Fitzpatrick holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, 24, and 63 licenses, real estate as well as his insurance license.