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1031 Exchange: Winning & Retaining Investment
Thu, Feb 26
|Virtual Office & Live in Chino Hills
Turn complex tax strategy into long-term client loyalty.


Time & Location
Feb 26, 2026, 10:00 AM – 11:00 AM PST
Virtual Office & Live in Chino Hills
About the event
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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