When

Tuesday, March 26, 2019 from 12:00 PM to 1:30 PM MDT
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Where

240 Union
240 Union Blvd
Lakewood, CO 80228

 
Driving Directions

Contact

Rhonda Bryl 
Alliant Retirement and Investment Services 
773-462-2380
investment-services@alliantcreditunion.com

 

 

Lunch with Blackstone

We invite you and a guest to join us to understand more about: 

  • The potential benefits of owning commercial real estate
  • The current outlook on the real estate market
  • How a real estate investment trust (REIT) may fit into your portfolio
  • The potential tax advantages now available due to recent tax law changes
Guest Speaker: Jeff Hartmann, Blackstone Private Wealth Solutions

Reservations are required as lunch will be served.  48-hour notice in the event of cancellation is appreciated.  We look forward to seeing you there! 

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If you cannot attend this seminar but are interested in learning more, please contact Kim or Malcolm directly: 

Kim: 773-462-3672  kkennedy@alliantcreditunion.com

Malcolm: 773-462-3669  mhorn@alliantcreditunion.com

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Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.

Hosted by:

Malcolm Horn,CFP® and Kim Kennedy

Financial Consultants - Alliant Retirement and Investment Services

 

Presented by:

Jeff Hartmann

Vice President, Blackstone Private Wealth Solutions

Since joining Blackstone, Mr. Hartmann has been involved in business development for Blackstone’s public and private funds, with a primary focus on building relationships with financial intermediaries. Mr. Hartmann received his BS Degree in International Business from Illinois State University, and his MBA Degree from the Kellstadt School of Business at DePaul University.

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Alliant Credit Union and Alliant Retirement and Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The financial consultants of Alliant Retirement and Investment Services are registered representatives of LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.

Alliant Retirement and Investment Services, Blackstone, and LPL Financial are all separate entities.