Preserve and Grow Your Clients’ Wealth

Name: Preserve and Grow Your Clients’ Wealth
Start: 2025-09-25T11:30:00-04:00
End: 2025-09-25T13:00:00-04:00
Location: Charter Oak Country Club

Integras Partners, LLC

Highlights

Thu, 25 Sep, 2025 at 11:30 am

1.5 hours

Charter Oak Country Club

Date & Location

Thu, 25 Sep, 2025 at 11:30 am to 01:00 pm (EDT)

Charter Oak Country Club

Charter Oak Country Club, 394 Chestnut St, Hudson, MA 01749, United States

About the event

Preserve and Grow Your Clients’ Wealth

Preserve and Grow Your Clients’ Wealth
Date: September 25, 2025

Time:
Registration: 11:30 AM
Lunch and Presentation: Noon

Where:
Charter Oak County Club
315 Brent Drive, Hudson, MA 01749

What to Expect:

Learn about Tax and Estate Planning Benefits of 1031 UPREIT Programs
Opportunity Zone Legislative Update
Peer Networking and Q&A
One hour of CPE or CLE credit
Seating is limited, so act now to register.

Stay in the loop for updates and never miss a thing. Are you interested?

Yes

Ticket Info

Tickets for Preserve and Grow Your Clients’ Wealth can be booked here.

Nearby Hotels

Charter Oak Country Club, Charter Oak Country Club, 394 Chestnut St, Hudson, MA 01749, United States

Reserve your spot

Host Details

Integras Partners, LLC

Are you the host? Claim Event

Preserve and Grow Your Clients’ Wealth

Thu, 25 Sep, 2025 at 11:30 am