Past Events
Workshops
For Tax Professionals
Advanced 1031 Exchange Solutions (1.5 CPE Credits for CPAs)
Investor University
Real Estate Market Cycles
Will real estate values continue to rise? Learn more about where are we in the current real estate market cycle, and the benefits of including investment real estate into your strategy.
Gaining Power over your Power Bills
Electric bills will be rising next year and that is likely just the beginning. Come learn how to take control of rising power costs, you do have choices and need to take action.
Technology and Retirement
Explore the ever growing impact of technology on our lives and show how you can use it to help you live life to the fullest all the way into retirement?
Investing in the New Normal - Alternative Thinking
Learn new ways to add income and diversification by incorporating alternative investments commonly used by large institutional investors into your portfolio.
Alternatives for Fixed Income
A discussion on alternative vehicles for fixed income investing. Investing in Credit of Private U.S.. Companies can potentially provide income and diversification to your portfolio.
Alternatives for Technology & Healthcare
A discussion on an alternative way to invest in the trend towards cloud computing, and the increasing demographic demand for healthcare. Perhaps investing in Real Estate that houses Data centers and Healthcare facilities may prove effective in generating income, growth and diversification.
Alternatives for Commercial Real Estate Debt
Purchasing commercial real estate most often requires mortgage financing, certain real estate companies specialize in providing such loans. How can you diversify your portfolio to include real estate debt?
Financial wisdoms from Physician to Physician
Doctors and Investments, a good mix?
Dinner and discussions exploring financial strategies from the perspectives and milestones particular to the lives of physicians.
An informative event from PhysicianLifeStrategies®