Upcoming Seminars

 

Real Estate Planner Seminar

Saturday, January 21 | 10:30 AM – 12:00 PM

Prepare Your Real Estate Path!
Discover smart strategies for your real estate and home living. Topics include:

  • Transfer wealth to the Next Generation
  • Downsizing & senior living options

  • Staying in place options

  • Coordinating estate sales

  • What to do with Dad and Mom's real estate
  • Simplifying and maximizing rental holdings

  • Reducing taxes & utilizing 1031 exchanges

  • Estate planning to avoid family disputes

Whether you’re planning for yourself or helping loved ones, this seminar will provide valuable insights to guide your next steps.

REGISTER NOW

Location: KW Office — 18333 Preston Rd, Suite 100, Dallas, TX 75252