Wealth Without Worry: Real Estate Strategies for Seasoned Investors
Schedule
Sat Apr 05 2025 at 09:30 am to 11:30 am
UTC-07:00Location
KALEO Real Estate Company | Glendora, CA
About this Event
About This Event
Are you ready to double your income while eliminating the burdens of property management? Join JRW Investments and KALEO Real Estate Co. for an exclusive seminar designed specifically for seasoned real estate investors. Whether you own multiple properties or manage a trust, this event will provide you with the tools and strategies to optimize your real estate investments.
Target Audience:
This event is ideal for:
- Seasoned real estate investors
- Owners of multiple properties, particularly those that are vacant, non-owner occupied, or trust-owned
- Investors with all-cash or low loan-to-value (LTV) properties
Topics Covered:
In this seminar, you'll gain insights into:
- Deferring Capital Gains Taxes: Learn how to defer or eliminate capital gains taxes through effective real estate planning.
- 1031 Exchange Mechanics: Understand how to navigate the 1031 Exchange process and avoid common risks.
- Delaware Statutory Trusts (DSTs): Discover how DSTs can offer you passive income, reduce management burdens, and enhance your portfolio.
- Wealth Transfer Strategies: Explore methods to eliminate family disputes and create a solid inheritance plan for your loved ones.
Whether you're seeking to enhance your income or secure your legacy, this seminar offers actionable strategies to make your real estate portfolio work harder for you.
Event Details:
- Date: April 5th
- Time: Check-In at 9:30 AM, Presentation from 10:00 - 11:30 AM
- Location: Downtown Glendora Village - KALEO Real Estate
- Venue Details: Coffee and pastries will be served.
Speakers:
- Jon Taylor: Registered Representative, JRW Investments
- Chris Cole: Registered Representative, JRW Investments
- Alicia Cole: REALTOR | DRE# 02196436, KALEO Real Estate Company
- Tim Manfro: Mortgage Broker NMLS# 288666, SPEC Home Loans
Registration Information:
Secure your spot today! Space is limited to ensure a personalized experience. Register now to explore how you can transform your real estate portfolio and achieve financial peace of mind.
Agenda
đź•‘: 09:30 AM - 10:00 AM
Registration
đź•‘: 10:00 AM - 10:30 AM
Introduction - Market Update
Host: Alicia Cole: Realtor with KALEO Real Estate
đź•‘: 10:30 AM - 11:30 AM
Wealth Without Worry: Real Estate Strategies for Seasoned Investors
Host: Jon Taylor: Registered Representative JRW Investments
Where is it happening?
KALEO Real Estate Company, 158 North Glendora Avenue, Glendora, United StatesEvent Location & Nearby Stays:
USD 0.00
