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“The Financial Planning Uses of Private Equity Real Estate Investments” Once again, James Perry, the President/CEO of Alliance Portfolio, had a chance to give an education presentation for Continuing Education credits at FPA Quarterly meeting on August 28, 2008. As a platinum sponsor of Financial Planning Association, we will have a chance to participate in their quarterly meeting. This class was about private equity investments and a life application of our mortgage pool, The Arbinger Fund. Click here to see the powerpoint slides.
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