Complimentary for Members

January 31, 2024


Live Webcast


NYSED 1

Manhattan/Bronx Chapter: Planning in a High Interest Rate Environment Tech Session Webinar

Broaden advisor's views on planning in a high interest rate environment.

January 31, 2024
Live Webcast
NYSED 1
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    Instructor

    Andrew
    Kantor

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    Instructor

    Hugh
    Finnegan

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    Instructor

    Christopher
    Mitchell

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Discuss reasons to hold off on refinancing, and findind alternatives to borrowing and making sure your client's balance sheet is in good shape.
  • Learn about the different options regarding borrowing, asset based lending, factoring, and more.
  • Understand the regulatory environment, and the current environment and the unwillingness of lenders to close without recourse to the principals.

Major Topics

  • Reasons to hold off on refinancing, alternatives to borrowing and making sure your client’s balance sheet is in good shape.
  • Various options regarding borrowing, asset based lending, factoring, line of credit, term loan. Paying down debt vs. keeping the money invested.
  • The regulatory environment. The current environment and the unwillingness of lenders to close without recourse to the principals. Plus much more.

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Attorneys, Bankers, and Financial Advisors working with clients impacted by high interest rates.

Provider

Foundation for Accounting Education

This event has ended.