Tuesday Jun 23, 2026
10:00 AM - 11:30 AM CDT
June 23rd, 2026
10:30 - 11:30am
GSABA Ballroom
3625 Paesanos Pkwy
San Antonio, TX 78231
$10 members / $15 non-members
Torrance Abrams
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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.
Presenter: Sergio Oronzo | Financial Educator - Universal Wealth
Sponsorships available email Torrance at tabrams@sabuilders.com
Printed courtesy of www.sabuilders.com/ – Contact the Greater San Antonio Builders Association for more information.
3625 Paesanos Parkway, Ste. 100, San Antonio, TX 78231 – (210) 696-3800 – dwillis@sabuilders.com