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Helping clients meet liquidity needs without disrupting investment strategies

Now Available On Demand

Clients have all kinds of cash needs. Some are unexpected, ranging from surprise liabilities to fleeting opportunities. Others can be planned in advance but still require tradeoffs if not planned and managed appropriately. 

Securities-Based Lines of Credit (SBLOCs) allow a client to borrow against their non-retirement accounts for home renovations, educational expenses or tax payments. The line of credit uses qualified stocks, bonds, mutual funds, ETFs and cash as collateral but, importantly, allows those assets to stay invested and to continue to be managed.

Attend this essential webinar to learn how:

  • SBLOCs can help clients meet immediate liquidity needs while staying invested
  • Managing both sides of the balance sheet positions advisors as a comprehensive wealth management solutions provider
  • SBLOCs can be economically advantageous for clients when market returns and tax liabilities are greater than interest

Approved by CFP Board for 1 CE credit hour.
Approved by Certified Public Accountant (CPA) for 1 CE credit hour.
Approved by AEP® for 1 CE credit hour.
Approved by I&WI for 1 CE credit hour toward the CIMA®, CPWA® and CIMC®.

Whitney Magruder
Managing Director
Goldman Sachs Private Bank Select


Suzette LaBonne
Vice President, Regional Lending Manager
Goldman Sachs Private Bank Select


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement


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