Deepen Your Knowledge
This page is for digging into specific topics within local investing, like Opportunity Zones, Self-Directed IRAs, and legislative changes. The links and resources found here, along with the Compliance Handout, may be the best things to send to your back office if you’re trying to get approval to talk to your clients.
We’ll do our best to keep this resource list up-to-date and growing. Feel free to contact us with specific questions or subjects you’d like to see addressed.
Resources
Currently available resources for financial advisors
| Website / Org | URL |
|---|---|
| The Next Egg | thenextegg.org |
| Essential Knowledge for Transition | ek4t.com |
| CFP Board | cfp.net |
| CFA Institute | cfainstitute.org |
| FINRA | finra.org |
| Locavesting | locavesting.com |
| ImpactAlpha | impactalpha.com |
| IRS/Opportunity Zones | irs.gov/credits-deductions/opportunity-zones-frequently-asked-questions |