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Webinar- Communicating with Passives Gene Trowbridge, Esq. CCIM
November 12, 2019 @ 11:30 am PST
One of the mistakes we see our clients make is not having a plan for communicating with their investors and, even if they have a communication plan, they may not follow it.
During this webinar, we will discuss the language to put in a PPM and Operating Agreement explaining the various plans that clients have used to keep their investors informed.
The end of the year communication with the investors is most important and we will review the approach needed to get the investors ready to receive the year-endWebinar financials, the K-1s and how to explain what the K-1 says.