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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, 1033 Exchange, 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, 1033 Exchange, or Self-Directed IRA education program to your group.

Request access to recorded webinars here.  You can also review our new white board videos, radio and TV show appearances on Exeter Tax Deferred Solution's YouTube channel.

Date Time Program Level Location

Tuesday, May 21, 2019

12:00 PM -

1:30 PM

PDT

This is a special workshop on how to apply tax planning strategies that can defer or totally eliminate all forms of taxes on the sale of any highly appreciated asset - your business or real estate.  Topics will include Qualified Opportunity Zones (QOZ), Tax Exempt Trusts, Employee Stock Ownership Plans (ESOPs), Delaware Statutory Trusts (DSTs) and 1031 Exchanges.  The presenters include John A. House, ChFC, CEPA, President & CEO, MasterTech Financial, Charles A. Jensen, Senior Vice President, Inland Securities Corporation, and William L. Exeter, President and CEO, Exeter 1031 Exchange Services, LLC.   

Learn more and register here

Basic to

Intermediate

Level

Free Seminar in

San Diego, CA

Tuesday, May 21, 2019

6:00 PM -

8:00 PM

CT

Networking and meet-up group to learn from other multi-family investors in Chicago, Illinois.  Lauren Speidel, Business Development Officer, Exeter 1031 Exchange Services, LLC, will discuss 1031 Exchange strategies, processes and structures. 

Learn more and register here

Basic to

Intermediate

Level

Lifetime Cashflow Apartment Investors - Chicago Meet-up,

Chicago, IL

Wednesday, May 22 thru Friday, May 24, 2019

 

How to Make (and keep) Real Money in Real Estate: An Online Virtual Real Estate Summit. 

Learn more and register here

Basic to

Advanced Topics

Online Virtual Real Estate Summit

Wednesday, May 22 thru Friday, May 24, 2019

 

How to Make (and keep) Real Money in Real Estate: An Online Virtual Real Estate Summit. 

Learn more and register here

Basic to

Advanced Topics

Online Virtual Real Estate Summit

Thursday, May 23, 2019

4:30 PM -

6:00 PM

PDT

This is a special workshop on how to apply tax planning strategies that can defer or totally eliminate all forms of taxes on the sale of any highly appreciated asset - your business or real estate.  Topics will include Qualified Opportunity Zones (QOZ), Tax Exempt Trusts, Employee Stock Ownership Plans (ESOPs), Delaware Statutory Trusts (DSTs) and 1031 Exchanges.  The presenters include John A. House, ChFC, CEPA, President & CEO, MasterTech Financial, Charles A. Jensen, Senior Vice President, Inland Securities Corporation, and William L. Exeter, President and CEO, Exeter 1031 Exchange Services, LLC.   

Learn more and register here

Basic to

Intermediate

Level

Free Seminar in

San Diego, CA

Saturday, May 25, 2019

8:30 AM -

10:00 AM

PDT

This is a special workshop on how to apply tax planning strategies that can defer or totally eliminate all forms of taxes on the sale of any highly appreciated asset - your business or real estate.  Topics will include Qualified Opportunity Zones (QOZ), Tax Exempt Trusts, Employee Stock Ownership Plans (ESOPs), Delaware Statutory Trusts (DSTs) and 1031 Exchanges.  The presenters include John A. House, ChFC, CEPA, President & CEO, MasterTech Financial, Charles A. Jensen, Senior Vice President, Inland Securities Corporation, and William L. Exeter, President and CEO, Exeter 1031 Exchange Services, LLC.   

Learn more and register here

Basic to

Intermediate

Level

Free Seminar in

San Diego, CA

Wednesday, May 29,

2019

6:30 PM -

8:00 PM

PDT

This seminar will focus on the exit strategies used by real property owners and landlords.  It will be presented by Leland Beigel with 1031 Planning at The Star Financial Group and William L. Exeter, President and CEO, Exeter 1031 Exchange Services, LLC.   

Register via Email

Basic to

Intermediate

Level

Free Seminar in

the Bay Area in

Walnut Creek,

California

Tuesday, June 1st thru 2nd, 2019

6:00 PM -

8:00 PM

CT

Attend this years Midwest Real Estate Networking Summit held in Chicago, Illinois, to learn from other real estate investors throughout the Midwest.  Meet Lauren Speidel, Business Development Officer, Exeter 1031 Exchange Services, LLC, and discuss your 1031 Exchange transactions with her.  

Learn more and register here

Basic to

Intermediate

Level

2019 Midwest Real Estate Networking Summit in

Chicago, IL

TBA
11:30 AM - 1:00 PM
PT

Unraveling the Mystery of 1031 Exchanges is a FREE basic to intermediate level discussion on 1031 Exchanges that will help participants unravel the mystery of doing 1031 Exchanges. What is a 1031 Exchange? What are the advantages? How do you structure one? The discussion will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 Exchange. This is not just any webinar; it’s an online educational workshop where you can roll up your sleeves, learn and ask as many questions as you like.

Learn more and register here

Basic to Intermediate

Level

Webinar

Free

Live Webinar

TBA

TBA

10:00am —

11:00am PT

Reverse 1031 Exchanges Webinar

Learn how you can buy real estate ("replacement property") first and then worry about selling your current ("relinquished") property later as part of a Reverse 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

TBA

TBA

10:00 AM -

11:00 AM

PT

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 Via Email

Interm.

to

Advanced

Level

Online

Webinar

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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, Cost Segregation, 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 our professional team of 1031 Exchange Professionals 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.

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 Francisco — 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 and other educational programs are now presented in markets outside of California, including the states of Alaska, Arizona, including the Arizona cities of Phoenix, Tucson and Scottsdale, Chicago, Illinois, as well as the greater Chicago, Illinois area, Las Vegas, Nevada, Seattle, Washington, as well as the greater Seattle area, Seattle, Washington area, Idaho, Oregon, Cheyenne, Wyoming, 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 1031 Exchange or Self-Directed IRA educational program for your organization.  Please contact the Exeter 1031 Exchange Services Regional Office nearest you for complete details. 

 

 

 



 
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