The Exeter Edge™ Educational Series — Seminars, Webinars & Workshops
Get the edge you deserve when it comes to understanding the power of wealth building tax deferral and tax exclusion strategies. Register today for a 1031 Exchange, Title Holding Trust (Land Trust), Self-Directed IRA, or Deferred Sales Trust™ educational seminar, webinar or workshop. Registration is required for all of our educational events. The Exeter Edge™ Webinar and Seminar Series is complimentary and open to everyone unless otherwise specified. We would also be happy to present a custom 1031 exchange, Title Holding Trust (Land Trust), Deferred Sales Trust™ or Self-Directed IRA education program to your group. State tax learning portal.
| Date |
Time |
Program |
Level |
Location |
Tuesday
02/09/2010 |
PST
8:00 AM —
9:00 AM
EST
11:00 AM —
12:00 PM
|
Hire Your Own Insurance Adjuster: Don't Leave Settlement Money on the Table
Learn what to do in case of a property claim and how to protect yourself from your own insurance company during settlement negotiations. Speed your financial recovery after an insured property loss by retaining a Public Insurance Adjuster.
Register Here |
Intro
Level |
Online
Webinar |
Wednesday
02/17/2010 |
10:00 AM —
11:00 AM
PST |
Title Holding Trust (Land Trust) Webinar
Webinar will show you how to protect yourself by keeping your ownership of real estate and personal property confidential and private. We will discuss the benefits and advantages of you buying, holding, managing and selling real estate or personal property through a Title Holding Trust (Land Trust).
Register Here |
Intro
Level |
Online
Webinar |
Thursday
02/18/2010 |
9:00 AM —
10:00 AM
PST |
Tax Deferred and Tax Exclusion Strategies for Real Estate
"Build & Maintain Your Wealth by Deferring and/or Excluding Payment of Taxes on the Sale of Your Real Estate - Even in These Difficult Economic Times." Learn how to buy real estate, deeds of trust and mortgage loans inside your IRA.
Register Here |
Intro
Level |
Online
Webinar |
Postponed
|
Postponed
|
Building & Maintaining Wealth by Deferring Taxes and Reinvesting in Co-Owned Institutional Real Estate
Learn how to build & maintain your wealth by deferring payment of your capital taxes by reinvesting in co-owned (fractional owned) institutional real estate.
Register Via Email |
Intro
Level |
Seminar in
Los Angeles,
California |
Monday
02/22/2010
|
10:00 AM —
11:00 AM
PST |
Advanced 1031 Exchange Strategies and Structures Webinar
This webinar will explore advanced 1031 Exchange strategies and structures, including combined Reverse/Improvement, Reverse/Forward,
Forward/Reverse, Reverse/Zero Equity 1031 Exchange strategies and structures, as well as acquiring Promissory Notes as like kind replacement property in your 1031 Exchange.
Register Here |
Interm.
to
Advanced
Level |
Online
Webinar |
Tuesday
02/23/2010
|
10:00 AM —
11:00 AM
PST |
1031 Exchange Basics Webinar
Webinar will discuss the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 exchange transaction.
Register Here |
Basic
Level |
Online
Webinar |
Wednesday
02/24/2010
|
10:00 AM —
11:00 AM
PST |
Zero Equity 1031 Exchange™ Webinar
Distressed investment property being sold through a short-sale, deed-in-lieu of foreclosure or foreclosure may still have a taxable capital gain. This webinar will discuss the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 exchange transaction when the property has no equity remaining after a short-sale, foreclosure or other distressed asset sale.
Register Here |
Basic
Level |
Online
Webinar |
Monday
03/1/2010
|
10:00 AM —
11:00 AM
PST |
REVERSE 1031 Exchange Webinar
Webinar will discuss the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a REVERSE 1031 exchange transaction.
Register Here |
Interm.
Level |
Online
Webinar |
Tuesday
03/02/2010
|
10:30 AM —
11:00 AM
PST |
Deferred Sales Trust Webinar
Learn how to defer the payment of your capital gain taxes with a Deferred Sales Trust™ when the 1031 Exchange is not a suitable strategy. Webinar will discuss the requirements, structures, processes, strategies, and compliance issues necessary to successfully structure a Deferred Sales Trust.
Register Here |
Intro
Level |
Online
Webinar |
TBA
03/TBA/2010 |
9:00 AM —
10:00 AM
PST |
Buy, Sell, Hold or 1031 Exchange?
Confused about which way to go? Learn from the pro with Richard Lombardi with CCIPS.
Register Here |
Basic
Level |
Online
Webinar |
Tuesday
04/27/2010
|
9:00 AM —
10:00 AM
PDT |
The Reality of the California Real Estate Market: Siftings From the Tea Leaves Of a Demographic Guru
This exciting webinar will provide an update on the California real estate market and an overview of certain demographic trends that will affect real estate investors in California.
Register Here |
N/A |
Online
Webinar |
Wednesday
04/28/2010 |
7:30 AM —
10:30 AM
PST |
Taken Captive, Your Company's DNA & What's Your Company Worth?
- What is a Captive Insurance Company and how does it help you save taxes?
- What’s your business worth today – and how can you increase its value?
- Company culture – understanding your company’s DNA to make sure that you and your team are pulling your oars in the same direction
Register Here |
N/A |
Seminar in
San Diego,
California |
Thursday
04/TBA/2010 |
|
Have Enough to Live the Life You Want?
You've spent a lifetime accumulating wealth. As you contemplate retirement, you may be wondering if you've saved enough to achieve your retirement dreams. Join Merrill Lynch and Exeter Fiduciary Services as we discuss these questions:
- How much income will you need and where will it come from?
- What can you afford to spend each year so that you are confident that your assets will last through out retirement?
- How might your investment strategy need to change to support your goals?
- How will you determine if you're on track to meet your goals?
Learn more |
Basic
Level |
Seminar in
Kailua Kona,
Hawaii |
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The Exeter Learning Institute™
At The Exeter Learning Institute™ we are dedicated to educating property owners and investors so they can make better informed investment decisions in order to build and preserve their wealth.
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The Exeter Edge™ Series
Our Exeter Edge™ educational seminars, webinars, and workshops, led by William L. Exeter and our team of 1031 Exchange experts at the The Exeter Group of Companies, offer a comprehensive understanding of the tax-deferred and tax exclusion strategies and solutions available to property owners and investors. Presented throughout the United States, classes are open to anyone interested in learning more about the significant wealth building opportunities.
Our Title Holding Trust and/or Florida Land Trust, often referred to as the Illinois Land Trust, Self-Directed IRA, and our Deferred Sales Trust™ educational seminars are presented throughout California, and all are frequently available nationwide via webinar.
The Exeter Edge™ tax-deferred and tax-exclusion educational seminars, webinars, and workshops are most frequently presented in the following California counties: in San Diego County — San Diego, downtown San Diego, La Jolla, UTC, University City, Solana Beach, Rancho Santa Fe, Mission Valley and Del Mar; in Orange County — Newport Beach, Irvine, and Costa Mesa; in Los Angeles County — Los Angeles, Beverly Hills, Century City, Pasadena, Arcadia, Monrovia, Beverly Hills, West Los Angeles, Redondo Beach, Manhattan Beach, and Marina Del Rey; in Riverside County — City of Riverside; in San Bernardino County — Ontario, Redlands, and Rancho Cucamonga; in Kern County, including Bakersfield, California; in Central Valley and San Joaquin Valley — Fresno, Visalia, Modesto, Madera, Merced, Tulare, and Stockton; and in San Francsico — East Bay, San Francisco, Burlingame, Walnut Creek, San Jose, San Mateo; in the San Francisco/Bay Area — San Francisco, Walnut Creek, Burlingame, East Bay and Marin.
1031 exchange seminars and 1031 exchange workshops, as well as our Deferred Sales Trust and Self-Directed IRA programs, are now presented in markets outside of California, includiing the states of Hawaii, including the Hawaiian cities of Kona, Nevada, Arizona, including the Arizona cities of Phoenix, Tucson and Scottsdale, Chicago, Illinois, Texas (Dallas, Houston, San Antonio), Ohio (Cleveland), North Carolina (Winston-Salem, Raleigh, Durham, and Charlotte), South Carolina, Georgia, Florida (Miami, and Ft. Lauderdale), New York and New Jersey.
We would be happy to customize a tax-deferred exchange program for your organization. Please contact the Exeter 1031 Exchange Services office nearest you for complete details. Itjih Sjamsul Nursalim
About Exeter 1031 Exchange
