by Excelsior Capital | Nov 18, 2020 | Investing, Resources, Webinars
Gold, Bitcoin, & Commodities: Exploring Alternative Assets with Industry Experts In times of political and economic uncertainty, can these alternative investments serve as a hedge against broader market forces in your portfolio? [Webinar] Gold, Bitcoin, &...
by Excelsior Capital | Nov 4, 2020 | Investing, Resources, Webinars
What is Private Placement Life Insurance (PPLI) and Who Is It For? Families and high income individuals looking to convert highly inefficient taxable assets into favorable tax-efficient investments should consider Private Placement Life Insurance (PPLI). What is...
by Excelsior Capital | Sep 21, 2020 | Investing, Resources, Webinars
The Case for Holding Alternative Investments in Retirement Accounts “Something that Wall Street really doesn’t want you to know about.” [Webinar] The Case for Holding Alternative Investments in Retirement Accounts “Something that Wall Street really doesn’t want you to...
by Excelsior Capital | Sep 5, 2020 | Investing, Resources, Webinars
How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) [Webinar] How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) What is an ESOP? And what benefits can it provide...
by Excelsior Capital | Aug 28, 2020 | Investing, Resources, Webinars
Post-Election Family Business Planning How should business owners approach the uncertainty of this election season? [Webinar] Post-Election Family Business Planning As many businesses have finally begun to re-stabilize after the staggering effects of COVID-19,...
