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About Exeter 1031 Exchange
Go Ahead, Ask
1031 Exchange Services
1031 Exchange Library
Title Holding Trust Services
Other Fiduciary Services
The Exeter Learning Institute
Forms & Documents Library
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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), or Self-Directed IRA 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) or Self-Directed IRA education program to your group.
| Date |
Time |
Program |
Level |
Location |
Thursday,
February 2,
2012 |
12:00 PM —
1:00 PM
PST |
The Wealth Solutions Webinar
Are you uncertain how to manage your wealth? Concerned you won’t be prepared for retirement? Do you want to leave a lasting legacy for your heirs? Have you clearly defined your personal and financial goals?
Register Here |
N/A
|
Online
Webinar |
Wednesday,
February 8,
2012 |
10:00 AM —
11:00 AM
PDT |
Title Holding Trust (Land Trust) Webinar
Discusses 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,
February 9,
2012
|
10:00 AM —
11:00 AM
PDT |
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 |
Thursday,
February 16, 2012 |
10:00 AM —
11:00 AM
PDT |
Introduction to Reverse 1031 Exchanges
Learn how you can buy real estate first and then worry about selling your current property later as part of a 1031 Exchange. This 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 |
Monday,
February 27,
2012
|
10:00 AM —
11:00 AM
PDT |
Introduction to 1031 Exchanges
Learn how to build and maintain wealth through a 1031 Tax Deferred Exchange. This 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 |
TBA
TBA |
|
Using Self-Directed IRAs to Invest in Real Estate, Deeds of Trust, Mortgages and More
Learn what a Self-Directed IRA is and how you can use your Self-Directed IRA to buy real property, promissory notes secured by real estate, deeds of trust, mortgages, loans secured by deeds of trust or mortgages, tax lien certificates, options, contracts, and more through your Self-Directed IRA, or SDIRA, including Traditional IRAs, Roth IRAs, SEP-IRAs, SIMPLE IRAs, and 401(k) Plans.
Register Here |
Intro
Level |
Online
Webinar |
TBA
TBA
|
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 |
Wednesday,
April 25,
2012 |
5:15 PM —
8:30 PM
PDT |
Inspiration Awards
The Center for Wealth & Legacy "Inspiration Award" is an opportunity to do two things: Identify and publicly recognize those unique businesses and/or individuals who are cultivating and living a spirit of positive social impact in our community … and also to inspire each of us to use our talents to benefit the businesses, families and our communities.
Learn More |
N/A |
Inspiration
Awards,
San Diego,
California |
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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 through 1031 Exchanges, 1033 Exchanges, 721 Exchanges, 121 Exclusions, Self-Directed IRAs, Deferred Sales Trusts, and more.
The Exeter Edge™ eNewsletter
Click here to subscribe to The Exeter Edge™ eNewsletter.
The Exeter Edge™ Library
Click here for articles and publications.
The Exeter Edge™ Webinar and Seminar 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 or SDIRA, also including self-directed retirement accounts, 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, Self-Directed IRA seminars, as well as Structured Sale educational 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, Austin, Houston, San Antonio and San Angelo), Ohio (Cleveland), Pittsburgh, Pennsylvania, 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.
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