--- title: Events description: Events | Wealthstone Group --- - Client Portal [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/) [![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) # Events Welcome to Wealthstone Group’s Events & Webinars page. Here, you’ll find a curated selection of insightful events and webinars designed to help you navigate your financial journey with confidence. From in-depth discussions to expert-led webinars, our events provide valuable knowledge and practical advice tailored to your financial goals. All Topics [All Topics](https://blog.wealthstonegroup.com/events) [Previous](https://blog.wealthstonegroup.com/events/tag/previous) [Upcoming Event](https://blog.wealthstonegroup.com/events/tag/upcoming-event) [Webinar](https://blog.wealthstonegroup.com/events/tag/webinar) [Capital Events Summit 2026](https://blog.wealthstonegroup.com/events/capital-events-summit-2026) ![](https://blog.wealthstonegroup.com/hubfs/WS-CapitalEvents-1.jpg) [Upcoming Event](https://blog.wealthstonegroup.com/events/tag/upcoming-event) ### Capital Events Summit 2026 The Capital Events Summit is an invitation-only breakfast panel discussion for real estate owners, business owners, investors, and advisors focused on planning and decision-making around significant capital transactions. Feb 17, 2026 2 min read [Maximizing Wealth for Realtors: Retirement Planning & Tax Mitigation Strategies](https://blog.wealthstonegroup.com/events/maximizing-wealth-for-realtors-retirement-planning-tax-mitigation-strategies) ![](https://blog.wealthstonegroup.com/hubfs/WS-Nov11-2025.jpg) [Webinar](https://blog.wealthstonegroup.com/events/tag/webinar) ### Maximizing Wealth for Realtors: Retirement Planning & Tax Mitigation Strategies Join us for our next webinar: Maximizing Wealth for Realtors: Retirement Planning & Tax Mitigation Strategies | Tuesday, November 11 @ 11:00 AM ET Oct 14, 2025 1 min read [Insights & Networking: The Great Wealth Transfer | NYC Real Estate | 1031 Exchange](https://blog.wealthstonegroup.com/events/nyc-real-estate-exit-strategies-1031-exchange-insights) ![](https://blog.wealthstonegroup.com/hubfs/WS-Event-Nov6.jpg) [Previous](https://blog.wealthstonegroup.com/events/tag/previous) ### Insights & Networking: The Great Wealth Transfer | NYC Real Estate | 1031 Exchange Join us for an evening of networking, drinks, and discussion with leaders across NYC’s real estate, tax, and investment advisory ecosystem. Sep 30, 2025 1 min read [Tax Strategy Briefing: QOZs, Bonus Depreciation & Cost Segregation Under OBBBA](https://blog.wealthstonegroup.com/events/tax-strategy-briefing) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-TaxStrat-Sept16-1.jpg) [Previous](https://blog.wealthstonegroup.com/events/tag/previous) ### Tax Strategy Briefing: QOZs, Bonus Depreciation & Cost Segregation Under OBBBA Join us for a focused presentation on key investor-related updates introduced under the One Big Beautiful Bill Act (OBBBA). Sep 04, 2025 1 min read [NYC Real Estate Outlook & Investment Strategies | Private Dinner](https://blog.wealthstonegroup.com/events/nyc-real-estate-outlook-investment-strategies-private-dinner) ![](https://blog.wealthstonegroup.com/hubfs/WS-July29-2025-1.jpg) [Previous](https://blog.wealthstonegroup.com/events/tag/previous) ### NYC Real Estate Outlook & Investment Strategies | Private Dinner Join top NYC real estate experts for an exclusive dinner discussing market trends, distressed ownership strategies, and 1031 exchange updates. July 29th, Empire Steakhouse. Jun 24, 2025 2 min read [Introduction to 1031 Exchanges, 721 Exchanges, DSTs and Other Passive Real Estate Options - 1 CPE Credit](https://blog.wealthstonegroup.com/events/introduction-to-1031-exchanges-dsts-and-other-passive-real-estate-options-may-7-25) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Webinar-May-7-2025.jpg) [Previous](https://blog.wealthstonegroup.com/events/tag/previous) ### Introduction to 1031 Exchanges, 721 Exchanges, DSTs and Other Passive Real Estate Options - 1 CPE Credit Join our 1-hour webinar to earn 1 CPE credit and learn advanced 1031 Exchange strategies to enhance your tax planning expertise for real estate clients. Apr 22, 2025 1 min read [Rooftop Social | Real Estate Wealth Strategies](https://blog.wealthstonegroup.com/events/rooftop-social-real-estate-wealth-strategies) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Event-May-14.jpg) [Previous](https://blog.wealthstonegroup.com/events/tag/previous) ### Rooftop Social | Real Estate Wealth Strategies Join Wealthstone Group and Blue Owl Capital for an exclusive rooftop event discussing real estate ownership transitions and strategic planning on May 14th, 2025. Apr 09, 2025 1 min read [Wealthstone Group 2025 Real Estate Forum](https://blog.wealthstonegroup.com/events/2025-real-estate-outlook-summit) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Summit.jpg) [Previous](https://blog.wealthstonegroup.com/events/tag/previous) ### Wealthstone Group 2025 Real Estate Forum Be part of the exclusive event on February 6, 2025, at Cantor Fitzgerald in New York City, where real estate professionals will discuss the national trends and key opportunities shaping 2025. Feb 06, 2025 5 min read [Introduction to 1031 Exchanges, DSTs and Other Passive Real Estate Options - 1 CPE Credit](https://blog.wealthstonegroup.com/events/introduction-to-1031-exchanges-dsts-and-other-passive-real-estate-options-jan) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Event-Jan22.jpg) [Previous](https://blog.wealthstonegroup.com/events/tag/previous) ### Introduction to 1031 Exchanges, DSTs and Other Passive Real Estate Options - 1 CPE Credit Join our 1-hour webinar to earn 1 CPE credit and learn advanced 1031 Exchange strategies to enhance your tax planning expertise for real estate clients. Jan 22, 2025 1 min read Load More Webinars   ![Wealthstone-Logo-GoldWhite-2-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) Company - [About](https://blog.wealthstonegroup.com/about) - [Contact](https://www.wealthstonegroup.com/contact) - [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) Not an offer to buy, nor a solicitation to sell securities. 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