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In-Person Panel Discussion | Cultivating Wealth Through Real Estate

  • University Club Atop Symphony Towers 750 B Street Suite #3400 San Diego, CA 92101 (map)

Gain invaluable insights on optimizing the perks of investment real estate while preserving and protecting your assets, mitigating tax burdens, and navigating future inheritable complexities.

Hosted by the Real Estate Committee at The University Club Atop Symphony Towers, this enriching event is dedicated to unlocking the full potential of real estate investments. You'll hear from a diverse panel of knowledgeable professionals, ensuring a comprehensive exploration of strategies and solutions.

You'll also have the opportunity to connect with real estate professionals ready to assist you with your real estate queries.


Agenda

  • 12:00-12:30 | Networking with real estate professionals

  • 12:30-1:10 | Panel discussion over lunch

  • 1:10-1:30 | Q&A: bring your questions to take advantage of our panel

Meet the Panel

  • Moderator: Erica Traulsen, Investment Advisor Representative at Legacy Investments & Real Estate

  • Speaker: Jamie Furlong, Managing Partner at Legacy Investments & Real Estate

  • Speaker: Ashley Feuerman, Real Estate Attorney with Feuerman Law

  • Speaker, Sam McGovern, Estate Planning & Probate Attorney with McGovern Law Group

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May 28

In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax

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June 10

Network Tap Webinar Series | Introduction to IRC 1031 Tax Deferred Exchanges