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 | 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.
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.
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 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.
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 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.
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.
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.
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 | 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 Webinar Series | 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-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 | 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 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.
Ask the Expert Webinar | Unraveling the Mystery of 1031 Exchanges
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.
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 | Tax Planning Strategies with Energy Investments
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.
Network Tap Webinar Series | 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-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 | Business Mastermind
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.
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 | 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.
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.
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.
