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

Own Appreciated Investment Real Estate?

Has San Diego real estate market values peaked? Concerned about upcoming Rent Controls? What to do with Your Investment Real Estate? Time to Sell or Exchange?

Join us for our very informative and popular educational Exit Strategies for Owners of Appreciated Real Estate Workshops

Wednesday, October 17th at 11:30am
Saturday, October 20th at 10am.


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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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