1031 Exchange & Delaware Statutory Trust (DST) Seminar Series
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Planning for retirement is an often-overlooked step for Landlords & Real Estate Investors.
At Archer, we specialize in helping real estate investors reposition their real estate wealth into passive, hands-off investments.
Please join us for a complimentary luncheon event in your area to learn more about tax & retirement planning strategies for Landlords & Real Estate Investors.
Topics Covered
- 1031 Exchange Fundamentals
- Delaware Statutory Trust Fundamentals
- Key Retirement Planning Points for Landlords & Real Estate Investors
- Case Study Examples from Current Clients
- Q & A
Register for Upcoming Luncheon Seminar
When:
September 26, 2024 (11:30AM - 1PM)
Where:
The Capital Grille
3333 Bristol Street, Costa Mesa, CA 92626
Meet Your Presenter
Beth Veloz
Partner at Archer Investors
Beth began her career as an economic development analyst in Nairobi, Kenya. Prior to joining Archer, Beth led Institutional Accounts and Private Wealth for a ExchangeRight Real Estate. She also served as the EVP for Telos Capital, where she focused on tax - advantaged planning for high-net-worth business owners. Beth also served as a Partner at a comprehensive financial planning firm, Capital Financial. Beth graduated Cum Laude from Harding University with a B.B.A. in Marketing and Finance. She maintains her series 6, 63, 22, and life and health insurance licenses.