• Mon - Fri: 8AM - 5PM

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

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Join Us For A Special Event!

Reserve your seat at one of our complimentary lunch or dinner workshops!

EVENTS

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to educating and providing information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please reserve your seat online or give us a call. We’ll be happy to add you to our guest list. 

Upcoming Events

February 3, 2023
11:00 AM PST
Webinar

February 2023 - Market Update

What We Will Cover:

  • Product Overview
  • Offerings for 2023
  • Financial Tools and Products
February 7, 2023
6:30 PM - 8:00 PM MST
Salt Lake City, UT

Tax Strategies Workshop

Dinner is on us! Join us in Salt Lake City, UT to learn more about tax strategies!

 
February 8, 2023
11:00 AM PST
Webinar

1031 Exchange & Delaware Statutory Trust Real Estate Strategies

As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals as they cover the 1031 process from start to finish.

Get answers to the questions you've wondered about!

What We Will Cover:

  • Definition of a 1031 Exchange and the Delaware Statutory Trust
  • Hypothetical Property Sale
  • The 1031 Exchange Process and Timeline
  • Phases of The DST
  • Properties that qualify for a 1031 Exchange
  • The Role of a Qualified Intermediary
  • Boot - What it is and how to avoid it
February 8, 2023
6:30 PM - 8:00 PM MST
Salt Lake City, UT

Tax Strategies Workshop

Dinner is on us! Join us in Salt Lake City, UT to learn more about tax strategies!

 
February 22, 2023
5:30 PM MST
Salt Lake City, UT

Wine Down Wednesday

Join us for our Wine Down Wednesday in Salt Lake City, UT - Enjoy a glass of wine paired with appetizing bites and a brief product update!

February 22, 2023
6:30 PM - 8:00 PM PST
Orange County, CA

1031 Exchange Dinner Workshop

Dinner is on us! Join us in Orange County, CA and enjoy a live Q&A with 1031 professionals.

February 23, 2023
11:00 AM PST
Webinar

1031 Exchange & Delaware Statutory Trust Real Estate Strategies

As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals as they cover the 1031 process from start to finish.

Get answers to the questions you've wondered about!

What We Will Cover:

  • Definition of a 1031 Exchange and the Delaware Statutory Trust
  • Hypothetical Property Sale
  • The 1031 Exchange Process and Timeline
  • Phases of The DST
  • Properties that qualify for a 1031 Exchange
  • The Role of a Qualified Intermediary
  • Boot - What it is and how to avoid it
February 23, 2023
6:30 PM - 8:00 PM PST
Orange County, CA

1031 Exchange Dinner Workshop

Dinner is on us! Join us in Orange County, CA and enjoy a live Q&A with 1031 professionals.

 

Past Events

December 11, 2019
5:30p - 7:00p
Bangerter Financial Home Office

Are You An Accredited Investor?

Do you meet the qualifications to be an Accredited Investor? Join us and learn how to join our private Accredited Investor Community.