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SEMINAR SUMMIT: Mastering Wealth – Strategies for Real Estate Investors – Wednesday, June 19th, 2024

Mastering Wealth – Strategies for Real Estate Investors

Boost your real estate game with our latest in-person Summit. Learn to safeguard your money & maximize profits! Coffee and snacks will be provided. Brokers can receive up to 4 OR credits. Join for 1, or all 3 classes!

Mastering Wealth Strategies For Real Estate Investors


Agenda

10:00 AM – 11:00 AM
Understanding the Tax-Deferred Exchange – Tina Colson-Jones
This class will include helpful information regarding 1031 Exchanges and tax strategies for real estate professionals and investors alike. What is a 1031 Exchange and when should it be used?

11:30 AM – 12:30 PM
Selling Property? Tired of the Terrible T’s? Check Out the DST (Delaware Statutory Trusts)
A Delaware Statutory Trust empowers investors the ability to defer their taxes into passive invewstments with NON-recourse debt, giving you that highly desireable mailbox money. Invest in real estate without having to DEAL with real estate! This class will also cover a discussion of 721 UpREITs and Opportunity Zones.

1:00 PM – 2:00 PM
Is Your Retirement Account the Olive Branch to Your Future?
Learn how to use your IRA or 401k plan to make the investments YOU want to make.


Mastering Wealth – Strategies for Real Estate Investors
Wednesday June 19, 2024 10:00 am – 2:00 pm PST
10200 Southwest Greenburg Road
Tower Training Room – 1st Floor Tigard, OR 97223

Oregon Continuing Education Course
1-4 Credit hours

EQUITY ADVANTAGE is an Oregon Real Estate Agency approved provider of Continuing Education for 2024.

Agents and Clients Welcome.

Please reserve your spot for the seminar:

RESERVE YOUR SPOT HERE

For more information on the class or registration questions give us a call 503-635-1031 or email [email protected].

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"WASHINGTON STATE LAW, RCW 19.310.040, REQUIRES AN EXCHANGE FACILITATOR TO EITHER MAINTAIN A FIDELITY BOND IN AN AMOUNT OF NOT LESS THAN ONE MILLION DOLLARS THAT PROTECTS CLIENTS AGAINST LOSSES CAUSED BY CRIMINAL ACTS OF THE EXCHANGE FACILITATOR, OR HOLD ALL CLIENT FUNDS IN A QUALIFIED ESCROW ACCOUNT OR QUALIFIED TRUST." RCW 19.310.040(1)(b) (as amended)

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