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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

"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

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

5:30 PM —

7:00 PM

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™ Library

Click here for articles and publications.

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

 



 
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