Webinar Replay: 1031 Exchanges - Strategy & Execution

Gain insightful and timely information about navigating the world of 1031 Exchanges.



STRATEGY


Key Topics:

  • What is a 1031 Exchange?

  • Rules

  • Benefits

  • Factors for success

  • Obstacles

  • Solutions


Hosts and Moderators:


Asset Preservation, Inc.: Pamela Michaels, Esq., Senior Vice President


Bradley T. Borden PLLC: Bradley Borden, Esq., Principal Altium Wealth: Mitchell Brill, JD, MSFS, CFP, CAP, Managing Director



REPLAY WEBINAR HERE



EXECUTION


Key Topics:

  • Where to put the money: Delaware Statutory Trust vs. Fee Simple

  • Advantages and disadvantages

  • Returns, fees, and terms

  • Resources


Hosts and Moderators:


B+E Net Lease: Camille Renshaw, CEO & Co-Founder


Nationwide Planning Associates, Inc.: Eric Bicknese, Investment Advisor Altium Wealth: Mitchell Brill, JD, MSFS, CFP, CAP, Managing Director



REPLAY WEBINAR HERE



This document is provided for informational purposes only and represents only a summary of the topics discussed. The contents should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author(s). You should seek advice from a financial advisor that is familiar with your individual circumstances before taking any action based on the contents herein. There can be no assurance that any particular strategy or investment will prove profitable. Investing in the stock market involves gains and losses and may not be suitable for all investors who risk the loss of all amounts invested. Information presented herein is subject to change without notice.

Altium Wealth Management LLC (“Altium”) is an SEC registered investment adviser with its principal place of business in the State of New York. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Altium, please contact Altium or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).