Sign up for one of our events below!
In-Person/Webinar
Accredited Investors Only
Topic: Diversify Your Portfolio with Nexpoint – Real Estate and 1031/DST Exchanges
Date & Time: Tuesday, May 26th | 6 PM PST
Location: 10 E. Figueroa St. Suite 203, Santa Barbara, CA 93101
In-Person/Webinar
Accredited Investors Only
Topic: Tax Advantaged Investments
Date & Time: Wednesday, June 10th | 6 PM PST
Location: 10 E. Figueroa St. Suite 203, Santa Barbara, CA 93101
Webinar
Topic: Retirement Planning vs Retirement Hoping
Series: Building Foundations For Financial Wealth
Date & Time: Tuesday, July 14th | 6 PM PST
In Person Event
Carnival Summer Party
(Client Event Only)
Date & Time: Saturday, July 25th | 1-3 PM PST
Location: 10 E. Figueroa St. Suite 203, Santa Barbara, CA 93101
Webinar
Topic: Ways To Disinherit The IRS As You Head Into Retirement
Series: Building Foundations For Financial Wealth
Time: Wednesday, October 14th | 6 PM PST
Potential Upcoming Webinars
Real Estate, Tax Advantaged Investments, 1031 Exchanges, Tax Write Off Programs, Opportunity Zones, Annuities, Income In Retirement, Diversified Investments, The Stock Market, And More!
Previous Webinars
Building Foundations - The 12 Risks in Retirement
Building Foundations - The 12 Risks in Retirement
Cottonwood Seminar - Real Estate Specializing in Class A Apartment Buildings | April 2026
Building Foundations – Round Table with Estate Planning Attorney and A Tax CPA Specialist
Building Foundations - Successful Paths to Retirement
Building Foundations - Nexpoint Seminar (Diversify Your Portfolio)
Economic Market Update Webinar | August 2025
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