Homes, Heirs, and Opportunity: What Builders & Agents Need to Know Now
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This course equips real estate professionals and builders to navigate the historic Great Wealth Transfer, as aging clients pass significant real estate assets to the next generation. Participants will gain insight into estate planning tools, tax-efficient strategies, and how these shifts impact transactions and investment decisions. The course also strengthens skills for guiding clients and families through legacy conversations, ensuring smoother transitions and better client outcomes.
Presenter: Sergio Oronoz | Financial Educator - Universal Wealth
$10 members / $15 non-members
Partnerships available (Promote Your Company)
email Torrance at [email protected]
Presenter: Sergio Oronoz | Financial Educator - Universal Wealth
$10 members / $15 non-members
Partnerships available (Promote Your Company)
email Torrance at [email protected]
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Where is it happening?
3625 Paesanos Pkwy Ste 100, San Antonio, TX, United States, Texas 78231
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherGreater San Antonio Builders Association
