Create A Family Legacy

GROW YOUR FAMILY’S WEALTH THROUGH REAL ESTATE

We're having a wealth-building seminar and you're invited!

Dinner provided for the first 20 RSVPs

Please join me and Paulo Serna as we explore the key building blocks to building and passing on generational wealth through real estate.

We have three amazing panelists joining us:

• Shanae Mabrie the Director of Client Services with JTC. She will speak specifically about 1031 Exchanges and the tax benefits of investing in real estate right now.

• Mike Ghirardo and Zach Brough with 1031 Investment Strategies, LLC. They'll talk about Delaware Statutory Trusts, which are a great way to help backstop your 1031 from failing and a pretty simple way to invest in real estate without all the challenges that come with dealing with tenants and maintenance issues or taxes.

Our goal for this seminar is for you to leave armed with a wealth of information on how to:

• Create and grow your personal and your family’s wealth

• Leave a legacy for your kids or your heirs

• Tax Deferred 1031 Investment Strategies

• Delaware Statutory Trusts - what they are and and what they aren’t/

• How to avoid or at least defer capital gains taxes.

THIS EVENT WILL SELL OUT

This will be an information-rich session with some of the best and brightest in the industry. If you own investment real estate, or perhaps you've inherited a real estate portfolio, or maybe you're even new to the game and want to swim in the deep end for an hour, this seminar is for you.

It's a free event for our past clients, future clients, friends, and colleagues. Dinner will be provided as well. I guarantee you'll leave smarter than when you came in, and you'll make some great connections for when the time comes for when you're ready to make your next move.

Please RSVP at the link below or go to LevelUpGroupEvent.com.

The seminar is on Tuesday, October 24, in the beautiful One Bluxome building. We look forward to seeing you there!