Details:
This course equips real estate professionals and builders to navigate the historic Great Wealth Transfer, as aging clients pass significant real estate assets to the next generation. Participants will gain insight into estate planning tools, tax-efficient strategies, and how these shifts impact transactions and investment decisions. The course also strengthens skills for guiding clients and families through legacy conversations, ensuring smoother transitions and better client outcomes.
Presenter: Sergio Oronoz | Financial Educator - Universal Wealth
$10 members / $15 non-members
Partnerships available (Promote Your Company)
email Torrance at tabrams@sabuilders.com
Advanced Event Data:
Event Data Sourced From:
Facebook:https://www.facebook.com/GreaterSABuildersAssociation
Event Tags:
estate planning,great wealth transfer,shavano park, texas,tax-efficient strategies,homes, heirs, and opportunity: what builders & agents need to know now,legacy conversations,client outcomes
Event Categories:
Business
Event ID:
6a31352698bec3544a3f70eb
