Seminar Series: Estate Planning • 1031 & 121 Exchanges • First-Time Buyers
Schedule
Sat Mar 14 2026 at 10:30 am to 03:30 pm
UTC-07:00Location
Mercer Island Community & Event Center | Mercer Island, WA
About this Event
Join Joseph, Martin, and the HO Realty Group on March 14, 2026 for our next free Seminar Series Event.
Three powerhouse sessions, one impactful event. Attend one, two, or all three.
Learn how to grow wealth and protect your legacy at this Speaker Series.
Welcome: Speaker Series!
Date: Saturday, March 14th, 2026
Times:
- 10:30 AM - 11:30 PM Estate Planning
- 11:30PM - 12:30 PM The Super Tax Break
- 12:30PM-1:30PM Break for Lunch
- 1:30PM - 3:30PM Homebuying and the Covenant Loan
Location: Mercer Island Community & Event Center, Room 103 & 104
Join us for an informative and engaging Speaker Series focused on helping you make smart, informed financial decisions for your future.
Hosted by the Joseph Ho & Martin Ho - HO Realty Group at Berkshire Hathaway
Lunch Courtesy of Ross Wolf - Pacific Financial Advisors
Estate Planning Seminar
Learn how to protect your legacy and provide security for your loved ones. This session will cover the essentials of estate planning, including wills, trusts, and strategies for managing your assets. Whether you're just getting started or looking to update your current plan, this seminar is ideal for individuals at any stage of life.
1031 & 121 Exchange: The Super Tax Break
Discover how a 1031and 121 Exchange can help you defer capital gains taxes when selling your primary residence and investment properties. Led by a seasoned expert, this session will break down the process and benefits of this powerful tax-saving tool—perfect for home owners, investors, real estate professionals, and anyone looking to maximize their investment returns and minimize or defer taxes all together.
Don’t miss this opportunity to gain practical knowledge, ask questions, and hear directly from industry professionals in a friendly, approachable setting.
Homebuying Class: Tips, Do's/Dont's, and Payment Assistance Programs (Including the Washington Covenant Homeownership Program)
Avoid common homebuying mistakes.
Benefits of working with a mortgage advisor and real estate professional.
Learn about the many homebuyer down payment assistance programs and grants, including the Washington Covenant Homeownership Program.
Reserve your spot today!
Agenda
🕑: 10:30 AM - 11:30 AM
Seminar Series: Estate Planning
Host: Daniel Shin
Info: Learn how to protect your legacy and provide security for your loved ones. This session will cover the essentials of estate planning, including wills, trusts, and strategies for managing your assets. Whether you're just getting started or looking to update your current plan, this seminar is ideal for individuals at any stage of life.
🕑: 11:30 AM - 12:30 PM
Seminar Series: 1031/121 Exchanges - The Super Tax Break
Host: Mia Sweeney
Info: Discover how a 1031and 121 Exchange can help you defer capital gains taxes when selling your primary residence and investment properties. Led by a seasoned expert, this session will break down the process and benefits of this powerful tax-saving tool—perfect for home owners, investors, real estate professionals, and anyone looking to maximize their investment returns and minimize or defer taxes all together.
Don’t miss this opportunity to gain practical knowledge, ask questions, and hear directly from industry professionals in a friendly, approachable setting.
🕑: 12:30 PM - 01:30 PM
Lunch Courtesy of Ross Wolf's team at Pacific Advisors
🕑: 01:30 PM - 03:30 PM
Seminar Series: First-Time Homebuyer Class & Covenant Loan Information
Host: Jeff Keeney
Info: Avoid common homebuying mistakes.
Benefits of working with a mortgage advisor and real estate professional.
Learn about the many homebuyer down payment assistance programs and grants, including the Washington Covenant Homeownership Program.
Session 1
🕑: 10:30 AM - 11:30 AM
Estate Planning | Daniel Shin & Kelly Huo - Inslee Best
Host: Daniel Shin
Info: Learn how to protect your legacy and provide security for your loved ones. This session will cover the essentials of estate planning, including wills, trusts, and strategies for managing your assets. Whether you're just getting started or looking to update your current plan, this seminar is ideal for individuals at any stage of life.
Session 2
🕑: 11:30 AM - 12:30 PM
1031/121 Exchanges - The Super Tax Break
Host: Mia Sweeney
Info: Discover how a 1031and 121 Exchange can help you defer capital gains taxes when selling your primary residence and investment properties. Led by a seasoned expert, this session will break down the process and benefits of this powerful tax-saving tool—perfect for home owners, investors, real estate professionals, and anyone looking to maximize their investment returns and minimize or defer taxes all together.
Don’t miss this opportunity to gain practical knowledge, ask questions, and hear directly from industry professionals in a friendly, approachable setting.
Session 3
🕑: 01:30 PM - 03:30 PM
First-Time Homebuyer Class & Covenant Loan Information
Host: Jeff Keeney
Where is it happening?
Mercer Island Community & Event Center, 8236 Southeast 24th Street, Mercer Island, United StatesEvent Location & Nearby Stays:
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