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DTSTART:20260623T150000Z
DTEND:20260623T163000Z
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SUMMARY:Homes\, Heirs\, and Opportunity: What Builders & Agents Need to Know Now
DESCRIPTION:This course equips real estate professionals and builders to navigate the historic Great Wealth Transfer\, as aging clients pass significant real estate assets to the next generation. Participants will gain insight into estate planning tools\, tax-efficient strategies\, and how these shifts impact transactions and investment decisions. The course also strengthens skills for guiding clients and families through legacy conversations\, ensuring smoother transitions and better client outcomes.\n\n\n\nPresenter: Sergio Oronzo | Financial Educator - Universal Wealth\n\nSponsorships available email Torrance at tabrams@sabuilders.com
X-ALT-DESC;FMTTYPE=text/html:<p data-end="99" data-start="0">This course equips real estate professionals and builders to navigate the historic Great Wealth Transfer\, as aging clients pass significant real estate assets to the next generation. Participants will gain insight into estate planning tools\, tax-efficient strategies\, and how these shifts impact transactions and investment decisions. The course also strengthens skills for guiding clients and families through legacy conversations\, ensuring smoother transitions and better client outcomes.<br />\n<br />\n<strong>Presenter: Sergio Oronzo | Financial Educator - Universal Wealth<br />\nSponsorships available </strong>email Torrance at tabrams@sabuilders.com</p>\n
LOCATION:GSABA Ballroom 3625 Paesanos Pkwy San Antonio\, TX 78231
UID:e.9584.617
SEQUENCE:3
DTSTAMP:20260514T194722Z
URL:https://members.sabuilders.com/events/details/homes-heirs-and-opportunity-what-builders-agents-need-to-know-now-617
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