Strategies to Build, Protect, and Transfer Wealth Hosted by Mission Financial Planners & Denise Ross, CRP

Presented by:
🎙️ Matt Donaghue, CFP®, CLU, RICP® – Mission Financial Planners
🎙️ Jason Duffaut, CFP®, CAP®, CEXP® – Mission Financial Planners
🎙️ Kenneth Hamilton, CFP®, RICP®, CDFA® – Mission Financial Planners
🎙️ Denise Ross, Certified Real Estate Planner – KW Real Estate Planner

Webinar Overview:
If you're a real estate investor, landlord, or simply own property that’s grown in value, this webinar is a must. Join Mission Financial Planners and real estate planning expert Denise Ross for an eye-opening discussion on how to use 1031 Exchanges and Delaware Statutory Trusts (DSTs) to minimize capital gains taxes, unlock cash flow, and create a clean, conflict-free estate plan. Whether you're preparing to sell, trying to reduce management headaches, or looking to leave a legacy that lasts, this session will arm you with the clarity and strategies you need to move forward with confidence.

What You’ll Learn:

✅ How 1031 Exchanges can defer or eliminate capital gains taxes
✅ The basics and benefits of Delaware Statutory Trusts (DSTs)
✅ Real-life strategies to remove the burden of property management
✅ Smart ways to pass on real estate—minus the family drama
✅ Tips for building and transferring generational wealth
✅ How to bulletproof your real estate legacy plan

Who Should Attend?
Anyone who owns real estate, plans to sell, or wants to create a smart, tax-savvy estate plan. If you’ve got rentals, a high-value primary home, or just want to make smarter moves—this one’s for you.

📩 Register now to claim your spot and get personalized insights after the event.

Questions? Contact us at
📧 info@mfplanners.com | 📞 888-339-0093
Or reach out to Denise directly at
📧 Denise.Ross@KW.com | 📞 210.422.1121