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.
Private Presentation | From Dirt to Diversification: 1031 Strategies for Landowners
Jamie Furlong will speak an this private presentation for attendees of the Concorde National Conference.
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!
Private Presentation | Operational Playbook of Top Producers
Natalie Merced will speak on this private panel for attendees of the Concorde National Conference.
Private Presentation | Operational Playbook of Top Producers
Natalie Merced will speak on this private panel for attendees of the Concorde National Conference.
Private Presentation | Secret Sauce of Successful Practice
Jamie Furlong will speak on this private panel for attendees of the Concorde National Conference.
In-Person Course | DST University
This comprehensive, 3-hour course is the only DST training you’ll ever need—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
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.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
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.
Virtual Course | DST University
This comprehensive, 3-hour course is the only DST training you’ll ever need—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
In-Person Event | San Diego Beach Meetup
Join Erica Traulsen for a casual evening of good food, good people, and some San Diego sunshine at this family-friendly networking meetup.
In-Person Lunch and Learn | Unlock Listings Using 1031 Exchange Strategies
Real estate professionals and advisors, learn how utilizing IRS approved structures to perform a 1031 Exchange into institutional quality properties may be the key to helping clients make the decision to sell and achieve their real estate goals.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
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.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
Private Presentation for SAR Members | 1031 Exchange and DST Strategies
Legacy’s Jamie Furlong will break down down the rules and intricacies surrounding the 1031 Exchange, and provide IRS-approved strategies for utilizing this tool with investment real estate clients.
Private Webinar | 1031 Exchanges for Loan Officers
Designed exclusively for loan officers, this insightful training session will provide clarity around the mechanics of the 1031 Exchange and uncover how loan officers can utilize this wealth building tool to support their lending businesses.
Network Tap Webinar | Clarity Beyond Closing: Understanding DST Ownership & Tax Reporting
As DST beneficiaries essentially hold real estate ownership, tax reporting deviates from standard investment practices. This webinar will break down how to navigate the intricate tax reporting landscape of DSTs.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
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.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
In-Person Course | DST University
This comprehensive, 3-hour course is the only DST training you’ll ever need—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
Private In-Person Presentation | 1031 Exchanges and DSTs
Erica Traulsen will lead a private business-building session for a real estate office.
In-Person Course | DST University
This comprehensive, 3-hour course is the only DST training you’ll ever need—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
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 CE Event | Modern 1031 Exchange Strategies: DSTs and UpREIT for Today’s Clients
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.
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 | Exchanging Your Rental Property for a Better Lifestyle
Tired of dealing with tenants, repairs, and property upkeep? Learn how you may be able to trade your rental property for a more hands-off investment through passive 1031 replacement programs.
In Person Event | Retire For Real: A 1031 Exchange Mastermind & Strategy Session
Are you a real estate investor looking to maximize your wealth, eliminate landlord headaches, and create a true retirement plan? Join us for this exclusive, interactive mastermind and strategy session where you’ll get 1-on-1 time with a team of experts who will work with you to create a customized 1031 Exchange and investment plan.
In-Person Presentation | 1031 Exchanges: How They Work and Who They’re For
This presentation provides a clear, practical overview of 1031 Exchanges and their powerful role in deferring capital gains taxes and preserving long-term wealth. You'll learn what a 1031 Exchange is, how it works, when to use it, and who can benefit.
Private Webinar | Escalate Your Income with 1031 Exchanges and DSTs
Erica Traulsen will lead a private business-building webinar for a commercial realtor estate office.
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 | Preparing to Sell or Rent Your Home
This session features a professional decluttering expert who will share practical tips on how to prepare your home to show its best—whether you're selling or renting. A local realtor will also walk you through what’s required to list your home in retirement, including timelines, disclosures, and market expectations.
In Person Panel Discussion | Navigating the Next Chapter: Real Estate & Legacy Planning
Join us for a powerful panel discussion designed to help you navigate the financial, legal, and lifestyle decisions that come with life transitions—whether you're preparing to retire, managing a property, or planning for the future.
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 CE Webinar | Continuing Legal Education: 1031 DSTs and UPREITs as Tax-Deferred Replacements
This CLE webinar provides an overview of the legal framework, history and practical applications of Delaware Statutory Trusts ("DSTs") and Umbrella Partnership Real Estate Investment Trusts ("UPREITs") as qualified replacement properties under Internal Revenue Code Sections 1031 and 721.
In-Person Event | Lincoln Hills Softball Community Happy Hour
Join us for a casual, fun-filled happy hour. Enjoy complimentary drinks, light bites, and great conversation in a casual setting. Whether you're a player, a fan, or just part of the Lincoln Hills community, you're welcome to come connect, unwind, and meet new friends.