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Complimentary Event
2
June

1031 Dinner Workshop in Provo, UT

DATE AND TIME

June 2, 2021

6:30 pm MST

Dinner is on us! Join us in Provo, Utah and enjoy a live Q&A with 1031 professionals.

 

The 1031 Speaker Panel will include:

  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
  • Ray DeWitt - Managing Director/Registered Representative, Bangerter Financial Services, Inc.

About Our Speakers:

 

Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care.
 

Ray DeWitt focuses on helping people invest in real estate, either through a private or direct placement. Whether you’re an individual looking for investment real estate, investment strategies, retirement income, or a business owner looking to find an exit strategy and retire or make a change,

 

Get answers to the questions you've been wondering about!

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Contact Info

Roseville, California:

1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661

Office: 916.965.1879

info@bangerterfinancial.com

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Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

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