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.
Wealthstone Group 2025 Real Estate Forum

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

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

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

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
Alternative Tax Solutions for High Net-Worth Individuals

Alternative Tax Solutions for High Net-Worth Individuals

In this webinar, we will explore advanced tax mitigation strategies tailored for high-net-worth individuals, going beyond basic tax planning to provide long-term solutions.

Nov 20, 2024 1 min read
Introduction to 1031 Exchanges, DSTs and Other Passive Real Estate Options - 1 CPE Credit

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.

Nov 12, 2024 1 min read
1031 Exchange Explained: Your Guide to Avoid Costly Mistakes & Understanding Your Options

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

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

Oct 29, 2024 1 min read