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 this recorded webinar, 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.
Ask the Expert: Unraveling the Mysteries of 1031 Exchanges
Watch the replay of our interactive, question-and-answer format “Ask the Expert” webinar with Bill Exeter to demystify 1031 Exchange transactions.
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 in this recorded webinar.
Ensuring Your Family is in Good Hands: Navigating Estate & Legacy Planning Beyond the Legal Docs
Join us for this recorded estate planning webinar with Sarah Grifferty, Founder & CEO of LooseEnds, which goes 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.
Decoding Tax Reporting for DSTs
Join guest speaker Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP as we delve into the important details you should know when you or your client report a tax return with a DST investment in this recorded webinar.
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 this recorded webinar.