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How to Serve the Tidal Wave of Investors Moving from Active to Passive

Sponsor: ExchangeRight

Event Name: How to Serve the Tidal Wave of Investors Moving from Active to Passive

Host: Joshua Ungerecht, a Managing Partner at ExchangeRight

Date: July 11th, 2024

Time of Event: 12:00 PM (PT)

Event Type: Virtual

Description of Event:

Register for ExchangeRight’s next webinar, How to Serve the Tidal Wave of Investors Moving from Active to Passive, on Thursday, July 11 at 12:00 p.m. PT with Managing Partner Joshua Ungerecht. Position your advisory practice to meet the large and growing need for passive income-producing investments. Joshua will share the same methods that he and his Partners have utilized to build some of the leading  real estate wealth management firms in the nation. Their approach focuses on the increasing need of investors to defer taxes, protect their capital and income throughout economic cycles, and optimize their estate planning options.

Joshua will participate in a live Q&A after the presentation. The webinar and Q&A session together will run approximately for one hour.

Event Webpage/Registration info: This webinar is exclusively for BDs, RIAs, and DDOs. Register now: https://www.bigmarker.com/exchangeright/Serving-the-Tidal-Wave-of-Investors