Lunch & Learn: 1031 Exchange Investment Opportunities

Lunch & Learn: 1031 Exchange Investment Opportunities

Enjoy an afternoon of Lunch & Education as you discover:

Here in Southern California we are entering a new era in Real Estate!

  • It is harder for investors that are selling real estate to find good replacement assets
  • Tax rules have changed and are continuing to change
  • The political landscape is forcing real estate brokers and investors to be aware of new potential risks

New tax codes are being implemented – learn how these tax proposals impact the real estate community from expert 1031 Exchange Accommodators, Growth 1031 and learn about unique investment options with steady income streams and large growth potential from Reyes Financial Architecture. 

Note: This event will be held at the offices of Growth 1031 which is located down the street from the Reyes offices. Please call for more details.  

Book Event

General Admission Free
Available Tickets: 22
The General Admission ticket is sold out. You can try another ticket or another date.

Date

Jun 27 2019

Time

12:00 pm - 2:00 pm

Location

9540 Towne Center, Suite 150 - San Diego, CA 92121
9540 Towne Center, Suite 150 - San Diego, CA 92121
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Julie Reyes

Chief Financial Officer, Chief Compliance Officer

Julie Reyes is Chief Financial Officer and Chief Compliance Officer with Reyes Financial Architecture, Inc., a Registered Investment Advisory Firm specializing in portfolio risk management strategies, retirement income distribution and generational wealth planning. Julie is a Certified Public Accountant (Inactive) and a California Real Estate Broker. She also holds multiple licenses in the insurance and financial services fields. Julie graduated from Pennsylvania State University, with distinguished honors in 1997 and began her career with Price Waterhouse, LLP that year specializing in tax and audit. She became a California Real Estate Broker in 2002. Julie has worked with David and Reyes Financial Architecture since the company’s inception, and uses her financial background and expertise to help a wide range of clients protect their assets, minimize their tax liabilities and maximize their cash flow.

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David Reyes

David Reyes is the Founder of Reyes Financial Architecture, Inc., a Registered Investment Advisory Firm specializing in portfolio risk managed strategies, retirement income distribution planning and social security planning. David works in collaboration with CPA’s, attorneys and other money managers to ensure that all planning is not only implemented but also integrated. This collaborative team approach seeks to ensure the highest probability of success.

David has been an advisor for over 20 years and holds multiple licenses and registrations in the financial, real estate, and insurance fields. David is featured in many magazines such as “Kiplinger Personal Finance Magazine,” “Boomer Market Advisor,” and is co-author of four books on estate and retirement planning. David’s latest book “The Little Red Book of Retirement” has recently been released. Currently David is working on a new book entitled, “Momma’s Secret Recipe to a Successful Retirement” with Jack Canfield. David advises many professional and public groups including CPA’s and Attorneys on retirement, taxes, estate planning, and asset protection. David is also the host of “The Retirement Architect Radio” heard every Saturday on 1210 AM KPRZ.

David is a distinguished graduate from UCLA’s Personal Financial Planning program and is a graduate of e Wharton Business School in their Retirement Income Planning Certification program. David has also been named 2015 Advisor of the Year by the National Social Security Association (NSSA) for his advocacy to educate retirees on maximizing their retirement income.

David and Julie have been blessed with three wonderful children, Morgan, Taylor and young David Reyes, III. David’s hobbies include Tennis, Church fellowship and spending time with his family.

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