Events
At Legacy, we believe connection is a vital component of success and that knowledge is always best when it is shared. Because of this, we continuously create educational content, offer webinars, and host events to help our clients, partners, and peers succeed.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment.
In-Person Course for Professionals | DST University →
This comprehensive, 3-hour course is the DST training you don’t want to miss—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
In-Person Course for Professionals | DST University →
This comprehensive course is the DST training you don’t want to miss—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
Network Tap Webinar | Protecting What You’ve Built: Entity Structuring for Real Estate and Business Owners
Cheri Hill will share her expertise in protecting real estate assets through thoughtful entity structuring. She will cover how to choose and form the right entities, common structuring mistakes that can leave owners exposed, and practical strategies for separating and safeguarding real estate and business holdings.
Virtual Course for Professionals | DST University →
This comprehensive, 3-hour course is the DST training you don’t want to miss—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment.
Virtual Course for Professionals | DST University →
This comprehensive, 3-hour course is the DST training you don’t want to miss—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
Private In-Person Presentation | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This private session will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Private In-Person Presentation for Real Estate Office | Beyond the 1031 Exchange: The Secret Weapon of Top-Producing Agents
Ryan Edde will lead a private business-building session for a real estate office.
In-Person Presentation | Beyond the 1031 Exchange: The Secret Weapon of Top-Producing Agents
Advisors, go beyond the basics of the 1031 Exchange to learn how IRS-approved strategies like Delaware Statutory Trusts (DSTs) can help clients confidently move to the next chapter of their real estate journey.
Private In-Person Presentation for Real Estate Office | Beyond the 1031 Exchange: The Secret Weapon of Top-Producing Agents
Jamie Furlong will lead a private business-building session for a real estate office.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment.
In-Person Panel Discussion | The Secret Sauce of a Successful Practice
Jamie Furlong joins a panel of top-producing advisors in a candid, peer-to-peer conversation about the strategies behind their success.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
In-Person Presentation | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This presentation will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment.
In-Person Course for Professionals | DST University →
This comprehensive, 3-hour course is the DST training you don’t want to miss—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
Virtual CE Event | Modern 1031 Exchange Strategies: DSTs and UpREIT for Today’s Clients
Unlock the complexities of IRC Section 1031 Exchanges with this comprehensive CE credit course designed for tax professionals and financial advisors. 1 Hour of CE credit is available for CFP® and CPA® designations.
In-Person CE Event | Modern 1031 Exchange Strategies: DSTs and UpREIT for Today’s Clients
Unlock the complexities of IRC Section 1031 Exchanges with this comprehensive CE credit course designed for tax professionals and financial advisors. 1 Hour of CE credit is available for CFP® and CPA® designations.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Network Tap Webinar | Real Estate Taxes, Simplified: A Conversation with Keystone CPA
Amanda Han and Matt MacFarland, CPAs and Managing Directors of Keystone CPA, join us for a candid conversation about the tax planning questions real estate investors ask most, and the strategies that actually move the needle.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Private In-Person Presentation for Law Office | Modern 1031 Exchange Strategies: DSTs and UpREIT for Today’s Clients
This course provides California and Nevada attorneys with a comprehensive overview of Internal Revenue Code Section 1031 and its application in real estate investment and estate planning.
Private In-Person Presentation for Real Estate Office | Beyond the 1031 Exchange: The Secret Weapon of Top-Producing Agents
Erica Traulsen will lead a private business-building session for a real estate office.
Virtual Course for Professionals | DST University
This comprehensive, 3-hour course is the DST training you don’t want to miss—a game-changer for real estate professionals and advisors looking to expand their business and serve clients at a higher level.
Private In-Person Presentation for Real Estate Office | Beyond the 1031 Exchange: The Secret Weapon of Top-Producing Agents
Erica Traulsen will lead a private business-building session for a real estate office.
Network Tap Webinar | Escaping High-Friction Markets: Data-Driven Strategies for Investors
Learn the framework of Structural Investing, a strategy that moves investors away from a self-managed, solo-preneurial mindset and toward a hands-off, out-of-state portfolio approach built for long-term performance.
In-Person Event | Lincoln Hills Softball Community Happy Hour
Join us for a casual, fun-filled happy hour. Enjoy complimentary drinks, light bites, and great conversation in a casual setting. Whether you're a player, a fan, or just part of the Lincoln Hills community, you're welcome to come connect, unwind, and meet new friends.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
In-Person Event | Lincoln Hills Softball Community Happy Hour
Join us for a casual, fun-filled happy hour. Enjoy complimentary drinks, light bites, and great conversation in a casual setting. Whether you're a player, a fan, or just part of the Lincoln Hills community, you're welcome to come connect, unwind, and meet new friends.
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Webinar | Modern 1031 Exchange Strategies: A New Approach to Real Estate Investment
This webinar will break down the foundational concepts of 1031 Exchanges and explore how passive real estate investment strategies like the Delaware Statutory Trust (DST) can help unlock the full potential of your investment
In-Person Presentation | The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax
Expand your knowledge and continue learning more about 1031 Exchange strategies by joining us at an upcoming lunch presentation hosted by our partner, Inland.
Network Tap Webinar Series | Ensuring Your Family is in Good Hands: Navigating Estate & Legacy Planning Beyond the Legal Docs
Join us for an insightful estate planning webinar with Sarah Grifferty, Founder & CEO of LooseEnds, which will go beyond the traditional legal aspects of estate planning to delve into the practical and emotional steps needed to ensure your loved ones are well-prepared and supported.
