• 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

August 4, 2021
6:30 pm MST
Provo, UT

1031 Dinner Workshop

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

The 1031 Speaker Panel will include:

  • Sponsor Company:  NexPoint, Mike Dillion
  • Real Estate Broker:  Windermere Commercial Real Estate, Graig Griffin
  • Financial Advisors:  Bangerter Financial Services, Inc., Jeffrey Bangerter and Ray DeWitt
August 5, 2021
12 pm MST
Cottonwood Heights, UT

Leitbox Portfolio Partners Self Storage

**ACCREDITED INVESTORS ONLY**

Lunch is on us! Join us in Cottonwood Heights, Utah to learn more about Leitbox Portfolio Partners Self Storage!

The Speaker Panel will include:

  • Leitbox Portfolio Partners Self Storage, Curtis Shoch
  • Financial Advisor:  Bangerter Financial Services, Inc., Jeffrey Bangerter
August 5, 2021
6:30 pm MST
Cottonwood Heights, UT

1031 Dinner Workshop

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

The 1031 Speaker Panel will include:

  • Real Estate Broker:  Windermere Commercial Real Estate, Graig Griffin
  • Financial Advisors:  Bangerter Financial Services, Inc., Jeffrey Bangerter and RayDeWitt
August 19, 2021
11 am PST
Online

1031 Exchange/DST Webinar Workshop

Join us online and enjoy a live Q&A with 1031 professionals.

The 1031 Speaker Panel will include:

  • Product Sponsor: Passco Companies, Andy Wang
  • Qualified Intermediary: Asset Preservation, Bill Angove
  • Realtor: Keller Williams, Jana Reyes
  • Financial Advisor:  Bangerter Financial Services, Inc., Jeffrey Bangerter