Back to Back Speaker Series

Welcome: Back to Back Speaker Series!

Date: Saturday, October 4th, 2025

Times:

• 11:00 AM - 12:00 PM
• 12:30PM - 1:00 PM

Location: Mercer Island Community & Event Center

Join us for an informative and engaging Back-to-Back Speaker Series focused on helping you make smart, informed financial decisions for your future.

Estate Planning Seminar

Learn how to protect your legacy and provide security for your loved ones. This session will cover the essentials of estate planning, including wills, trusts, and strategies for managing your assets. Whether you're just getting started or looking to update your current plan, this seminar is ideal for individuals at any stage of life.

1031 & 121 Exchange: The Super Tax Break

Discover how a 1031and 121 Exchange can help you defer capital gains taxes when selling your primary residence and investment properties. Led by a seasoned expert, this session will break down the process and benefits of this powerful tax-saving tool—perfect for home owners, investors, real estate professionals, and anyone looking to maximize their investment returns and minimize or defer taxes all together.

Don’t miss this opportunity to gain practical knowledge, ask questions, and hear directly from industry professionals in a friendly, approachable setting. Reserve your spot today!

Info: Secure your legacy. Learn the must-haves of estate planning: wills, trusts, and asset protection. Perfect for all life stages, whether you're starting out or updating your plan.

Info: Sell smart, defer taxes. Uncover how a 1031 Exchange lets you reinvest gains and skip the tax hit. A must-attend for investors and pros looking to build wealth strategically.

Also check out other Workshops in Mercer Island.