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1031 Exchange: Winning & Retaining Investment

Thu, Feb 26

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Virtual Office & Live in Chino Hills

Turn complex tax strategy into long-term client loyalty.

1031 Exchange: Winning & Retaining Investment
1031 Exchange: Winning & Retaining Investment

Time & Location

Feb 26, 2026, 10:00 AM – 11:00 AM PST

Virtual Office & Live in Chino Hills

About the event

Passcode: C21M6
Passcode: C21M6

Join live in Chino Hills or on Zoom! Understanding 1031 exchanges is a powerful way to win and retain investment clients. In this training, you’ll learn how to confidently explain the basics, identify when a 1031 exchange is in play, and position yourself as a trusted advisor—not just a transaction agent. Walk away with strategies to build repeat business and long-term relationships with serious investors.

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