BUILT TO LAST: Financial Serenity Across Generations
BUILD TO LAST: Financial Serenity Across Generations
Hosted by AREAA Greater Seattle
Join us for a FREE Expo, where industry experts will break down the real strategies behind:
FOR ATTENDEES:
Acquiring real estate strategically
Protecting assets through proper entity structuring and insurance
Reducing tax exposure
Estate and legacy planning
Creating income that supports retirement and the next generation
Access the right resources to grow your wealth, protect your legacy, and support your overall health and wellbeing
FOR REAL ESTATE PROFESSIONALS:
Elevate from transaction-based to advisory-based
Understand entity structuring and asset protection at a deeper level
Add value beyond the sale
Strengthen referral partnerships with estate attorneys and other experts
Position yourself as a legacy-minded advisor, not just a deal closer
🍽️🥂Food & Refreshments will be provided on a first come first serve basis
AGENDA: Please register for the class you’d like to attend so we can plan accordingly for each classroom (Open Google Form)
9:30-10am: Guest check in
10-10:30am: Welcome Message
10:30-11am: Class 1
Building ADU/DADU with SkyDADU @ Redmond Room
Asset Protection and Wealth Transfer with AIM Financial powered by SYNCIS @ Kirkland Room
11:15-11:45am: Class 2
Estate Planning with Inslee Best @ Redmond Room
Reverse Mortgage with New American Funding @ Kirkland Room
1:15-1:45pm: Affordable Housing and Building Wealth - Finance Panel @ Main Ballroom
2-2:30pm: Class 3
Appraisals with Conner Appraisal @ Redmond Room
Home Insurance with State Farm @ Kirkland Room
2:30-3pm: Raffle and Close
👥 Not an AREAA Member Yet, but Want To Join So You Can Get Special Access to These Types of Events?
Join AREAA Greater Seattle today at
https://www.areaa.org/membership-registration
By registering for this event, you consent to AREAA, its partners, and its affiliated organizations sharing information and resources related to the event. Your contact information may be used to provide relevant follow-up resources, services, and future event updates.