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.

Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.

Join Legacy’s Jamie Furlong and our 1031 Capital Solutions Strategic Alliance partner Rick Gann at this free event tailored for property owners and managers seeking to enhance their knowledge and navigate the evolving landscape of rental property management.

During this private office presentation, Erica Traulsen will break down IRS-approved exchange strategies like the Delaware Statutory Trust (DST) and how to utilize this tool to expand your business and help your clients achieve their real estate goals.

Connect with local professionals during this networking happy hour event.

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!

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.

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.

Join Erica and other local professionals at this free networking event.

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.

Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.

Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.

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.

Connect with local professionals during this networking happy hour event.

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!

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 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.

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.

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.

Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.

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.

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.

Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.

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!

Connect with local real estate professionals and enjoy a bite to eat or cup of coffee during this morning networking event.

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.

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.

Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.

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.