Co-hosted by Mission Financial Planners and JRW Investments, this educational webinar brings together real estate specialist Jon Taylor with financial planners Matt Donaghue and Jason Duffaut for a coordinated discussion on how real estate can fit into a comprehensive retirement plan.

For many investors, real estate has been a major driver of wealth creation. The challenge is determining how those properties fit into a long-term retirement income strategy that supports lifestyle goals, tax efficiency, estate considerations, and financial flexibility. In this webinar, we’ll explore how coordinated planning between financial professionals and real estate specialists can help investors transition from active property management into more intentional, income-focused retirement strategies.

We’ll discuss how 1031 exchanges and Delaware Statutory Trusts (DSTs) may fit within a broader financial plan, along with the importance of tax planning, diversified income strategies, and ongoing financial monitoring. The presentation will also cover the due diligence framework used to evaluate 1031 exchange opportunities and how integrating real estate decisions with retirement planning may help create greater clarity and confidence for the future.

Topics include:

• Real estate’s role in a complete retirement plan
• Transitioning from active ownership to passive income strategies
• Coordinating financial planning and real estate decisions
• Tax-efficient planning considerations for property investors
• Evaluating 1031 exchange opportunities and DST structures
• Live Q&A with the presenters

This webinar is designed for pre-retirees, retirees, business owners, and real estate investors who want to better understand how their property holdings may support their broader retirement, tax, and estate planning goals.

JRW Investments and Mission Financial Planners, LLC are not affiliated. This educational presentation does not constitute an offer or recommendation to purchase any investment or real estate strategy. Please consult your tax and legal advisors regarding your specific situation.