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.
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 | 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.
In-Person Presentation | Leveraging 1031 Exchanges to Maximize Your Investments
This session will break down the basics of 1031 Exchanges, including rules, timelines, and how investors can utilize this powerful tool to defer taxes and reposition their assets, as well as explore passive real estate investment strategies like the Delaware Statutory Trust (DST).
In-Person Presentation | Common Estate Planning Mistakes
Join us for an eye-opening session on the most common estate planning and trust mistakes, and learn how to avoid them. We'll cover critical missteps like failing to fund your trust, choosing the wrong trustee, neglecting to update your documents, and underestimating long-term financial needs.
Network Tap Webinar | More Than a Swap: Creative 1031 Strategies for Smart Investors
Think you know everything about 1031 Exchanges? Think again. In this webinar, we’ll go beyond the basics and explore lesser-known 1031 Exchange strategies that can create greater flexibility, unlock new opportunities, and help investors realign their portfolios with their evolving goals.
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 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.
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 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 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.
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 | 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.
Network Tap Webinar | 1033 Exchanges for Victims of the Los Angeles Fires
In the wake of the devastating Los Angeles fires, many property owners are facing difficult decisions about insurance proceeds and potential tax liabilities. Join us for an educational webinar focused on helping fire victims understand their options through the 1033 Exchange, also known as the Involuntary Conversion strategy.
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 | 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.
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 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 | 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.
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 | Beyond Traditional Real Estate: Smart Alternative Investments
Are you looking to diversify your investment portfolio beyond traditional real estate? Join Legacy’s Erica Traulsen as she leads the session on DSTs at this panel event featuring four expert-led presentations.
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 | Listing Homes for Disabled or Deceased Clients
Real estate professionals and financial advisors, join one of Legacy's professional partners, Kristin M. Kaminski, as she demonstrates why a living trust is a vital tool for managing property transactions involving disabled or deceased property owners.
In-Person Presentation | Unlock More Buying Power & Build Wealth with the 1031 Exchange
Join us for an exclusive investor workshop hosted by Investment Realty Homes & Loans and Foundation Escrow. During the event, Chris Astillero of Exchange Resources and Erica Traulsen of Legacy Investments & Real Estate will break down how to increase your buying power, maximize tax deferral, and create more wealth through strategic real estate investing.
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 for Pacific Sotheby’s | Using 1031 Exchanges & DSTs to Get More Listings
During this private realty 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.
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.
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.
Attend with Erica | First Friday Lunch with Sacramento Metro Chamber
Join Erica and other young professionals under-40 for a drop-in lunch and networking event hosted by Sacramento's premier young professionals' group, Metro EDGE, a program of the Metro Chamber Foundation. This is a great opportunity to not only meet others and build connections in the region, but also to learn more about Metro EDGE.
Attend with Erica | Roseville Chamber of Commerce Happy Hour
Join Erica and other local professionals at this free networking event.
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.
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.
AOA Bay Area Landlording Power Conference
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.
In-Person Presentation for Realty Office | How to Get More Listings Using 1031 Exchange Strategies
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.
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!
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 | 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 | Roseville Chamber of Commerce Happy Hour
Join Erica and other local professionals at this free networking event.
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.