Exchange Strategies for Concentrated Real Estate Positions

Date: Tuesday, January 16, 2024
Time: 5:15pm - 7:00pm
Location: Cataldo Globe Room, Gonzaga University
Speaker: Jeffrey Walter, CFP, CMFC

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About Jeffrey T. Walters:
Jeff Walters oversees raising capital for Hines Securities in six states on the West
Coast. He has held this role with Hines since 2012, and similar roles for firms such as
The Hartford since 2000. Having an extensive history of working with RIA’s and
financial planners to place several billion dollars into investment portfolios, he has
unique insights on best practices in the diligence, implementation, and management of
alternative investments. Jeff graduated from the University of Washington with a B.A. in
Business with a concentration in Finance and has the designation of Certified Financial
Planner®.
He will cover the options and the positives/negatives for owners of appreciated real
estate from a financial planning standpoint (and how they each work)!

Spokane Estate Planning Council is inviting you to a scheduled Zoom meeting.

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Meeting ID: 827 3745 6135
Passcode: 954162

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Meeting ID: 827 3745 6135
Passcode: 954162

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