Experience an incredible eight hours exploring the latest in investment opportunities, insights into what may be the future of the financial markets and our country, strategies to potentially reduce taxes and increase cash flow, and much, much more.
Over fourteen (14) speakers will cover topics such as:
There is no charge to attend the symposium. The hotel charges $12.00 for parking.
Learn what to invest in today's market.
Learn how to balance safety and great returns.
Discussion will include top performing REITs (Real Estate Investment Trusts), 1031 Tax Deferred Exchanges, stock market strategies for preserving wealth, and using self-directed IRAs.
What Is The Center For Wealth & Legacy Studies?
I have had a number of emails asking what this organization was all about, and I realized that I should probably introduce The Center for Wealth & Legacy Studies to the ACTIVE RAIN community. The Center for Wealth & Legacy Studies is committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth.
Advisory Team Includes Diverse Experience and Professional Backgrounds
The Center brings together a diversity of advisory professionals with experience and professional backgrounds to identify and address the financial, wealth and legacy planning issues facing every business and family today. The Center's goals are to instill hope and provide small, closely held businesses with a specific roadmap for continued success throughout the generations to come.
Non-Profit Organization
The Center for Wealth & Legacy Studies is a non-profit organization founded by a group of like-minded professionals (Bill Exeter, R.J. Kelly and Alan Nevin) who came up with this idea during a breakfast one day.
Alan, R.J. and I recognized that 
businesses and wealthy families fill a vital role in building and funding the broader community, and our communities depend upon their energy and contribution.
We further recognized that today's media was doing an absolutely horrible job of providing valuable information, data and resources to help small, closely held businesses succeed in a challenging economic climate. Businesses needed more in order to succeed today.
These businesses and wealthy families needed better and more accurate information and resources so that they could make better informed decisions on how to navigate through these terrible times.
Failure To Pass Forward Wealth & Legacy Even One Generation
And, a recent study by nationally recognized family wealth consultants Roy Williams and Vic Preisser demonstrated that 70% of financially successful families fail to pass their business and wealth along to even one generation successfully.
Much of this failure comes from a breakdown of trust and communication within the family or a failure to adequately prepare their heirs.
The Center's commitment is not to just report on the issues, but to provide practical guidance on all matters of wealth and legacy planning to help the small, closely held business owner and wealthy families thrive in all types of environments. Through a variety of media and forums, The Center for Wealth & Legacy Studies provides objective clarity, expertise and perspective to local, national and international audiences.
There is one common complaint heard again and again in today's challenging real estate market, especially when competing in the real estate industry today as a closely held small business. What is the complaint? It is lack of financing, lack of equity capital. It seems to be the one single issue that is most responsible for holding closely held small businesses back from growing and subsequently helping our economy move well into the recovery stage.
You hear the same old frustrated complaints from most of the closely held small business owners that you speak with today: They can't get financing to grow their business. No one is willing to lend them money. No one is willing to invest equity into their business.
Unlocking The Financing and The Equity Capital
However, there is financing and capital out there. Financing and capital is available to the closely held small business owner, but they have to know where to go and where to look for it. They need to know who to talk to. And, they must be prepared to look outside the box because they may have to give up some of their equity ownership in order to get the financing or equity capital investment they need to grow their business and take it to the next level.
Wealth & Legacy Seminar: "Just Show Me The Money"
Join The Center for Wealth & Legacy Studies at their next Wealth & Legacy Seminar this month on Wednesday, January 27, 2010, at the University of San Diego. The speakers and panelists will be addressing exactly this same issue of where and how you can get financing or capital for your closely held small business.
The Wealth & Legacy Seminar is appropriately titled "Just Show Me The Money." We hope to see you there.
The Center for Wealth & Legacy Studies is committed to helping successful business owners, especially those working or involved within the real estate profession or community, as well as their families 'pass 
forward' their financial success (wealth) along with their core family values, virtues, ethics and morals that helped to creat their financial wealth in the first place.
The Center for Wealth and Legacy Studies brings together an incredible diversity of professionals with significant experience and expertise in the wealth and legacy fields to identify and address the financial (wealth) and legacy issues facing each and every business owner and family member in today's complex and ever evolving world. The Center's goals and objectives are to instill hope and provide a specific roadmap for continued success throughout the generations to come.
Wealth & Legacy Seminar Series
The Center for Wealth & Legacy Studies delivers this information to business owners and families through various seminars and webinars, including their quarterly Wealth & Legacy Seminar Series offered originally in San Diego, California, and now offered in Las Vegas, Nevada as of January 2010. In fact, early bird registration numbers for the two Wealth & Legacy Seminars are already off to a really great start.
The Center for Wealth & Legacy Studies's first Las Vegas, Nevada Wealth & Legacy Seminar is scheduled for Wednesday, January 20, 2010, and its next San Diego, California Wealth & Legacy Seminar in the Series is scheduled to be held on Wednesday, January 27, 2010.
You can also view the next three or four seminars in the series with a brief sneak peak as to the topics to be addressed on the home page of each website. The cost is absolutey negligible ($40.00 for you, and you can invite two (2) guests at only $20.00 each). This is especially inexpensive when you look at the caliber of the speakers and the quality of the topics that will be presented. The bulk of the costs are covered by our sponsors. You can also view our prior seminars to see what we have brought to the table so far.
 |
|
|
Bill Exeter has 26 years in the 1031 exchange industry and has administered in excess of 75,000 1031 exchanges during his career. He is one of the founders of the Federation of Exchange Accommodators.
William L. Exeter is President and Chief Executive Officer of The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC, Exeter Fiduciary Services, LLC, and its affiliate companies, and is located in the company's national corporate headquarters office in San Diego, California.
Mr. Exeter Has 24 Years in the 1031 Exchange Industry
Bill Exeter has been in the financial services industry since 1980 and entered the 1031 exchange services industry in 1986, and is one of the founding members of the Federation of Exchange Accommodators. He has administered in excess of 75,000 1031 exchange transactions during his career.
1,000's of 1031 Exchange Webinars, Seminars, Lectures, Articles, Publications and Radio Show Appearances
He has written and lectured extensively on 1031 exchange transactions, on Tenant-In-Common (TIC) Properties as like-kind replacement property solutions, on Title Holding Trusts, Deferred Sales Trusts and on Self-Directed IRAs.
In addition, Mr. Exeter is the owner and host of The Exeter Group Real Estate Talk Radio Show, is a frequent guest expert on "The Financial Advisors - Money Talk Radio Show" on San Diego News Radio AM 600 KOGO and on the "Inside Business Radio Show" on AM 1000 KCEO San Diego.
Mr. Exeter also serves as an industry consultant and as an expert witness on 1031 exchange related litigation.
24 Years of Extensive 1031 Exchange Expertise and Experience
Immediately prior to founding The Exeter Group of Companies he served as President and Chief Executive Officer of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California for four years and prior to that as Executive Vice President and Chief Operating Officer of The Chicago Trust Company of California and its Chicago Deferred Exchange Corporation of California subsidiary for 13 years. In addition, he served as President and Chief Executive Officer of Advantage Exchange Company and Vice President and Chief Financial Officer of Central Exchange Corporation in the 1980s during the 1031 exchange industry's infancy.
Mr. Exeter's professional experience includes 1031 exchange, title insurance and escrow services, trust and retirement account administration, including Deferred Sales Trusts, trust operations, investment management services, commercial banking, and insurance administration.
Mr. Exeter is involved with numerous professional organizations including the Real Estate Investment Securities Association (REISA) (formerly TICA), COREnet Global, AIR Commercial Real Estate, ICSC, the San Diego Chapters of CCIM and CREW, NAIOP, SIOR, California Escrow Association, San Diego County Escrow Association, and NorCal Escrow Association.
Mr. Exeter graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting, and from the Canon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation. He is currently working toward his Certified Commercial Investment Member (CCIM) designation.
Exeter 1031 Exchange Services, LLC is a leading national provider of comprehensive 1031 Exchange services, which include functioning as the Qualified Intermediary ("Accommodator") and/or the Exchange Accommodation Titleholder for forward ("delayed"), reverse, and improvement ("build-to-suit") 1031 exchange strategies for both real estate and personal property transactions.
Nationwide 1031 Exchange Services
Exeter works with individual, corporate and institutional clients in all 50 states providing creative solutions for complex 1031 Exchange transactions. Your dedicated client account team will provide customized programs to meet your unique 1031 Exchange needs no matter where you or your investments are located.
Exeter 1031 Exchange Services, LLC has ten (10) national 1031 exchange offices to serve you located in San Diego, Irvine, Ontario, Bakersfield, Fresno, and San Francisco, California as well as Kona, Hawaii; East Northport, New York; and Springfield, New Jersey.
Exceptional 1031 Exchange Expertise, Experience and Knowledge
You need much more than just a 1031 Exchange processor in today's real estate marketplace. 1031 Exchange transactions are complex income tax structures that require creative, customized solutions in order to meet your needs. Exeter is a sophisticated institutional Qualified Intermediary that can provide you with much more than just the standard processing capabilities.
At Exeter 1031 Exchange Services, LLC, we have the technical expertise, decades of experience and significant in depth knowledge necessary to structure and customize a 1031 Exchange solution to fit your specific investment objective and to guide you through your 1031 Exchange transaction. Exeter is there for you every step of the way.
In addition, Exeter has the financial strength, stability, equity capital and administrative resources to ensure the successful completion of your 1031 Exchange transaction.
Exeter Fiduciary Services, LLC is the leading provider of specialty fiduciary services to the real estate industry, including the Qualified Trust Account for 1031 Exchanges, Title Holding Trust (Land Trust), Deferred Sales Trust and Self-Directed IRA. The Title Holding Trust is a method for holding title to real estate and personal property. The Deferred Sales Trust is another strategy for deferring the payment of your capital gain taxes on the sale of highly appreciated property or assets when the 1031 Exchange is not appropriate or suitable. The Qualified Trust Account holds and protects your net proceeds during your 1031 Exchange transaction. And, you can choose your own investments, including real estate, deeds of trust, mortgages, tax lien certificates, and more in your own Self-Directed IRA.
ActiveRain Corp. is not responsible for the accuracy of the site's content (which is written by members of the ActiveRain Real Estate Network) and does not endorse the views of the real estate agents, mortgage brokers, and others listed here.
Powered by the ActiveRain Real Estate Network
© 2012 ActiveRain Corp. All Rights Reserved
