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

Join 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.

After the presentation, Joshua will participate in a live Q&A. The webinar and Q&A session together will run no longer than one hour.