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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

Thursday,

July 4th,

2019

 

 

HAPPY INDEPENDENCE DAY FROM EXETER

   

Monday,

July 8th, 2019

6:30 PM - 8:30 AM
PT

William L. Exeter, President and Chief Executive Officer, Exeter 1031 Exchange Services, LLC and Exeter Trust Company will be presenting Unraveling the Mystery of 1031 Exchanges to the Real Estate Association of Puget Sound.  This is a basic to intermediate level discussion on 1031 Exchanges that will help attendees unravel the mystery of structuring 1031 Exchange transactions.  Come armed with all of your 1031 Exchange related questions. 

Learn more and register

Basic to Intermediate

Level

Seminar

Fife,

Washington

Saturday,

July 20,

2019

7:30 AM - 3:00 PM
PT

Escrow training sessions will include Notes and Deeds of Trust; Escrow Basics, Contracts, Prorations; Reverse 1031 Exchanges, Segregation and Supplemental Taxes; Phrases and The Whys of Document Preparation; and legal issues involving Wire Transfers, Payoffs, Cyber Fraud, FIRPTA, IRS, FTB and Electronic Signatures.

Learn more and register here

Basic to Intermediate

Level

Webinar

San Diego,

California

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

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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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