DUE TO THE COVID 19 OUTBREAK THIS EVENT IS POSTPONED!
Stay tuned for more detail!
THE 1031 Alternative
Thursday, March 31, 2020
1800 Larimer Street, 2nd Floor Conference Room
Denver CO 80202
Join us as our two experts guide you through the complexities of 1031 Exchanges and other investment strategies. In this informative class topics will include:
Advanced tax strategies to address capital gains:
1. Deferred Sales Trusts
2. Opportunity Zones
3. 1031 exchanges & Delaware Statutory Trusts
Andy Raney, SVP,Cantor Fitzgerald Capital
Andy Raney is a Senior Vice President at Cantor Fitzgerald Capital, a global financial services firm and open architecture wholesale distribution company. CFC aims to leverage the strength of Cantor Fitzgerald to provide institutional solutions to the retail investor. Andy brings over 11 years of experience in the financial services and the alternative investment industry. Andy works directly with registered representatives and investment advisors covering all channels in the Colorado, Utah and New Mexico markets.
Shawn G. O'Keefe Founder | Managing Director | Sr. Wealth Advisor
Shawn has nearly 40 years’ experience in the financial services industry. He is the Managing Director and a Sr. Wealth Advisor who has held several Sr. Leadership positions with some of the largest financial companies in America. In January 2014, Shawn founded Summit Wealth Strategies, LLC an Independent financial firm with offices located in The Forum at Cherry Creek. ..
Summit Wealth Strategies. LLC is Where Tax Strategies meet Wealth Planning. SWS has access to institutional investment offerings, advisory services, insurance products and annuities from over 60 industry leading financial companies. Summit is a boutique financial firm that has no ties to any proprietary life Insurance or investment company product offerings. Being independent, allows us to provide complete objectivity and transparency for our individual and business clients.
Paul Orlino, CFP Sr. Partner | Sr. Wealth Advisor
Paul Orlino is a Senior Wealth Advisor at Summit Wealth Strategies where he implements client goals, using holistic financial planning. His focus is helping business owners, real estate developers/owners and High Net Worth individuals reduce their tax burden while growing and sustaining their wealth.
Paul has worked with and for Big Banks, Hedge Funds, and Insurance companies to find his clients the best in class strategies for reaching their goals. Paul is CERTIFIED FINANCIAL PLANNER and has been in the industry, helping his clients reach their life goals, for over 12 years.
Paid parking available in the garage for $18 or street parking .
This is a secure building, so attendees will need to RSVP and bring a photo ID to present in the lobby.
Free for members preregistered
$20 for nonmembers, guests, and on-site registrants
Lunch is included