CE Credit Webinar: Opportunity Zones For Financial Advisors

On June 16th, OpportunityDb founder Jimmy Atkinson hosted a live one-hour webinar for financial advisors.

Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit.


  • Jimmy Atkinson, OpportunityDb

Topics Covered

  • The tax benefits associated with investments made into Qualified Opportunity Funds.
  • When OZ investing is appropriate for client portfolios.
  • Eligibility, compliance requirements, and risks associated with OZ investing.
  • Comparison of OZs to 1031s and DSTs.
  • Opportunity Zone marketplace and legislative updates.


Click here to download the deck for this webinar.

Quiz For CFP CE Credit

Click here to take the quiz after viewing the webinar.

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