More than 30 Years in
Business in San Diego
KOGO News Radio 600

Own Appreciated Investment Real Estate?

How to Sell in this Seller’s market – avoid capital gains taxes while potentially increasing income and lowering income taxes – all while eliminating property management.

Wednesday, August 7th, 11:30am
or
Saturday, August 10th, 10:00am


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September 18, 2018 Workshop – EXIT STRATEGIES For Highly Appreciated Rental Real Estate

Focus on 1031 Tax-Deferred Exchanges – eliminate property management with Delaware Statutory Trust (DST)

When:
Tuesday, September 18, 2018
11:30am – 1:00pm

Where:
Financial Designs, Ltd.
5075 Shoreham Place,
Suite 235
San Diego, CA 92122

RSVP at (858) 597-1980

Accredited Only – Seating Limited – Light Lunch provided


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September 26, 2018 Workshop – EXIT STRATEGIES For Highly Appreciated Rental Real Estate

Join us for our September workshop on Exit Strategies:

When:
Wednesday, September 26, 2018
11:30am – 1:30pm

Where:
Financial Designs, Ltd.
5075 Shoreham Place,
Suite 200
San Diego, CA 92122


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Long-Term Healthcare Workshop

Join us for our August workshop on Long-Term Care:

Tuesday, August 28th, 2018
12:00 – 1:30pm
Carvers Steaks & Chops

11940 Bernardo Plaza Dr.
San Diego, CA 92128

Wednesday, August 29th, 2018
12:00 – 1:30pm
Butcher Shop Steakhouse

5255 Kearny Villa Road
San Diego, CA 92123

Thursday, August 30th, 2018
12:00 – 1:30pm
Green Dragon Tavern

6115 Paseo Del Norte
Carlsbad, CA 92011

More Info & RSVP


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Upcoming June Real Estate Investing Workshops

Invest for Current Income:
Thursday, June 21: 12pm
Saturday, June 23: 10am


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Upcoming Estate Planning Workshop April 5th

Does your estate plan:
✓ Take advantage of changes in the law?
✓ Allow protection and control of the surviving spouse?
✓ Include language to allow your family to add disability care? and
✓ Preserve family relationships?


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