• 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

September 22, 2021
11 am PST
Online

Product Offering Update

Join us online to learn about the current financial products on our platform!

September 28, 2021
6:30 pm PST
Bay Area

1031 Exchange Dinner Workshop

Dinner is on us! Join us in the Bay Area 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.
  • Qualified Intermediary:  TBD
  • Realtor:  TBD
September 29, 2021
5:30 pm PST
Roseville

Wine Down Wednesday

Join Us for our Wine Down Wednesday - Enjoy a glass of wine paired with appetizing bites and a brief product update!
October 8, 2021
11 am PST
Online

Market Update Webinar

Join us for a Market Update from one of Bangerter Financial’s money managers and their take on the current economy.

The Speaker Panel will include:

  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
October 13, 2021
6:30 pm PST
Granite Bay

1031 Exchange Dinner Workshop

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

The 1031 Speaker Panel will include:

  • Steve Beckett - Griffin Capital
  • Bill Angove - Qualified Intermediary, Asset Preservation
  • Jana Reyes - Realtor, Keller Williams
  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
October 19, 2021
6:30 pm PST
Fresno

1031 Exchange Dinner Workshop

Dinner is on us! Join us in Fresno 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.
  • Gil Savransky - Senior Vice President, Inland Securities
  • Dave Kidder - Realtor, Keller Williams
  • Ron Ricard - Vice President and Regional Account Manager, IPX1031
October 20, 2021
6:30 pm PST
Fresno

1031 Exchange Dinner Workshop

Dinner is on us! Join us in Fresno 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.
  • Gil Savransky - Senior Vice President, Inland Securities
  • Dave Kidder - Realtor, Keller Williams
  • Ron Ricard - Vice President and Regional Account Manager, IPX1031
October 21, 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:

  • John Bacigalupi - Senior Vice President, Cantor Fitzgerald
  • Jana Reyes - Realtor, Keller Williams
  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.

 

October 21, 2021
6:30 pm PST
Sacramento

1031 Exchange Dinner Workshop

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

The 1031 Speaker Panel will include:

  • John Sorrell - Bluerock
  • Bill Angove - Qualified Intermediary, Asset Preservation
  • Jana Reyes - Realtor, Keller Williams
  • Jeffrey Bangerter - President and Financial Coach, Bangerter Financial Services, Inc.
October 27 2021
5:30 pm PST
Roseville

Wine Down Wednesday

Join Us for our Wine Down Wednesday - Enjoy a glass of wine paired with appetizing bites and a brief product update!