Events
At Legacy, we believe connection is a vital component of success and that knowledge is always best when it is shared. Because of this, we continuously create educational content, offer webinars, and host events to help our clients, partners, and peers succeed.
Attend with Erica | Practice Builder Workshop Hosted by the Financial Planning Association of NorCal
Join Legacy’s Erica Traulsen in attendance at this rare opportunity to expand your sales skills and learn how to become a rainmaker from Dave Wilens, an internationally recognized master sales coach.
Attend with Erica | Roseville Chamber of Commerce Happy Hour
Join Erica and other local professionals at this free networking event.
Attend with Erica | Women in Business Speed Networking
Join Erica for the Coronado Chamber of Commerce Women's Professional Networking Event hosted and sponsored by the Coronado Tasting Room. Come meet other local successful women business owners and professionals over coffee.
Attend with Erica | TED Talks with the Emerging Leaders Committee
Spark your curiosity and engage in stimulating conversations during this exclusive screening of some of the most thought-provoking TED Talks on a range of captivating topics.
Attend with Erica | Real Estate Inner Circle
Unlock the power of collaboration and join a dynamic gathering of real estate professionals for an exclusive mastermind session. Attendees will have the opportunity to network with industry peers, gain solutions to challenges, stay ahead of market trends, and elevate their real estate game!
Tax-Smart Real Estate: Advanced 1031 Exchange Strategies for Professionals
Unlock the complexities of IRC Section 1031 Exchanges with this comprehensive CE credit course designed for tax professionals and financial advisors. 1 Hour of CE credit is available for CFP®, CIMA®, CIMC®, CPA®, CPWA®, and RMA® designations.
Attend with Erica | Sunset Sips Networking Event
Connect with local professionals during this networking happy hour event.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Network Tap Webinar Series | Introduction to IRC 1031 Tax Deferred Exchanges
Join one of Legacy's professional partners and Qualified Intermediary, Russell Marsan, as he breaks down the foundational concepts of 1031 Exchanges and the role of a Qualified Intermediary.
Attend with Erica | Sunset Sips Networking Event
Connect with local professionals during this networking happy hour event.
Attend with Erica | Real Estate Inner Circle
Unlock the power of collaboration and join a dynamic gathering of real estate professionals for an exclusive mastermind session. Attendees will have the opportunity to network with industry peers, gain solutions to challenges, stay ahead of market trends, and elevate their real estate game!
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Network Tap Webinar Series | Breaking Down the Levels of Asset Protection Planning
In today’s world, protecting your hard-earned assets is essential for financial security and peace of mind. Join Attorney Craig Redler for an informative session where he will break down the levels of asset protection planning and explore the proactive steps you can take to safeguard your lifestyle, future plans, and retirement against potential legal threats.
Network Tap CE Webinar | Attract More High Value Clients with 1031 Exchanges and DSTs
Tax and finance professionals, please join us for this virtual Continuing Education Course sponsored by our partner, Bluerock. 1 Hour of CE credit is available for CFP®, CIMA®, CIMC®, CPA®, CPWA®, and RMA® designations.
Ask the Expert Webinar | Unraveling the Mystery of 1031 Exchanges
Join us for an exclusive opportunity to demystify 1031 Exchange transactions. Attendees will have the chance to submit questions before or during this interactive session, making it a unique opportunity to tap into the knowledge of a seasoned qualified intermediary and receive advice tailored to specific concerns.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Network Tap Webinar Series | Tax Planning Strategies with Energy Investments
Join us for an exclusive webinar with Nick Padula from U.S. Energy as he breaks down the current trends in the oil and gas markets and explores the significant tax benefits associated with energy investments.
Network Tap Webinar Series | Introduction to IRC 1031 Tax Deferred Exchanges
Join one of Legacy's professional partners and Qualified Intermediary, Russell Marsan, as he breaks down the foundational concepts of 1031 Exchanges and the role of a Qualified Intermediary.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Attend with Erica | Real Estate Inner Circle
Unlock the power of collaboration and join a dynamic gathering of real estate professionals for an exclusive mastermind session. Attendees will have the opportunity to network with industry peers, gain solutions to challenges, stay ahead of market trends, and elevate their real estate game!
Attend with Erica | SDAR’s Downtown Caravan
Connect with local real estate professionals and enjoy a bite to eat or cup of coffee during this morning networking event.
Virtual CPE Course with CSTC | 1031 Exchanges, Opportunity Zones and Delaware Statutory Trusts
Tax professionals, please join us for this virtual CPE course hosted by CSTC and led by Jamie Furlong to deep dive into advanced strategies for managing your client’s highly appreciated real estate. This course covers 1031 Exchanges, Opportunity Zones, and Delaware Statutory Trusts (DSTs), focusing on optimizing capital gains deferral and tax liability management.
Attend with Erica | Business Mastermind
Connect with a select group of seasoned professionals who already know the best path for navigating the very challenges you're facing today. Attendees will have the opportunity to gain real world insights on their real-time challenges and share their hard-earned industry knowledge with peers.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Network Tap Webinar Series | The Five Questions of Your Financial Life: Where Artificial Intelligence Falls Short
Join Corey Silva, Senior Regional VP, Bluerock Capital Markets as he explores the limitations of Artificial Intelligence in addressing the crucial questions of your financial life.
Virtual CPE Course with CSTC | 1031 Exchanges, Opportunity Zones and Delaware Statutory Trusts
Tax professionals, please join us for this virtual CPE course hosted by CSTC and led by Jamie Furlong to deep dive into advanced strategies for managing your client’s highly appreciated real estate. This course covers 1031 Exchanges, Opportunity Zones, and Delaware Statutory Trusts (DSTs), focusing on optimizing capital gains deferral and tax liability management.
Network Tap Webinar Series | Ensuring Your Family is in Good Hands: Navigating Estate & Legacy Planning Beyond the Legal Docs
Join us for an insightful estate planning webinar with Sarah Grifferty, Founder & CEO of LooseEnds, which will go beyond the traditional legal aspects of estate planning to delve into the practical and emotional steps needed to ensure your loved ones are well-prepared and supported.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Network Tap CE Webinar | Attract More High Value Clients with 1031 Exchanges and DSTs
Tax and finance professionals, please join us for this virtual Continuing Education Course sponsored by our partner, Bluerock. 1 Hour of CE credit is available for CFP®, CIMA®, CIMC®, CPA®, CPWA®, and RMA® designations.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Network Tap Webinar Series | Study the Big Maps: Inflation and Real Estate Investment
Delve into the multifaceted topic of inflation, its impact on the economy, and how investors can strategically respond during this informative presentation with industrial real estate investment firm, ERP Industrials.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
In-Person Event | CSTC's 2024 Summer Tax Symposium
Legacy will be exhibiting and speaking at CSTC's 2024 Summer Tax Symposium, an educational event not to miss for tax professionals.