---
title: Events | Previous
description: Previous | Events | Wealthstone Group
---

- Client Portal

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- [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)

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- [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)

# Previous

[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)

[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

[1031 Exchange Explained: Your Guide to Avoid Costly Mistakes & Understanding Your Options](https://blog.wealthstonegroup.com/events/1031-exchange-explained-dec)

![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Event-Dec10.jpg)

[Previous](https://blog.wealthstonegroup.com/events/tag/previous)

### 1031 Exchange Explained: Your Guide to Avoid Costly Mistakes & Understanding Your Options

Join our webinar on the 1031 Exchange to learn how to avoid costly mistakes and maximize your real estate investments.

Dec 10, 2024  1 min read

[Optimizing Social Security Benefits for Your Retirement Plan](https://blog.wealthstonegroup.com/events/optimizing-social-security-benefits-for-your-retirement-plan)

![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Event-Dec3%20(1).jpg)

[Previous](https://blog.wealthstonegroup.com/events/tag/previous)

### Optimizing Social Security Benefits for Your Retirement Plan

Join us for an informative webinar designed to help you maximize your Social Security benefits and enhance your retirement income strategy.

Dec 03, 2024  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.

<https://www.linkedin.com/company/102671409>

[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. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership.

Check the background of this firm/advisor on [FINRA’s BrokerCheck](https://d5fymz04.na1.hs-sales-engage.com/Ctc/5H+23284/d5fYmz04/JkM2-6qcW6N1vHY6lZ3mYN4pK6WlBkpFCW7v0sYg2_wv5_W7ZC5_p9lMpV9N2mLYb3b1Kt3W19_SZt6-rMHvW8_x-wq4sYh1TW4XJbzr2-1sSdVL3HsH3txppfW1K-Z1Q56Lnk2W3s3crW4kSJHHW6241wl4TBfLgW4z17F_4Rzl4pVgZ43M7sNPmVN4mVB-08Rc3zW828Gqx6r8n-YW21lDn24045sWW3wDlGS3pQbHvW1p_B9Z2DSvXwW5mgq3g7XcLCGW6KxHb21y0S0CW39tHnF3KF-sqW72ntxK15y1kXf3wyRhz04).

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