FREE WEBINAR
The Delaware Statutory Trust with Joe Maas of Synergy Financial Management
RECORDER
June 16, 2021
Join us for this interactive webinar to learn about Delaware Statutory Trusts (DST). Joe Maas, President of Synergy Financial, will provide a high-level overview of how DST’s work and why they can be a great investment in real estate.
At the end of Joe’s presentation we will provide attendees with an opportunity to ask questions. For those who are unable to attend, just register and a recording of the webinar will be forwarded onto you as soon as it becomes available.
* BONUS ENCORE:
Why Cash and Retirement Savings Plans Are Not a Good Option for a DST
During the initial webinar about the Delaware Statutory Trust, Randy posed a number of audience questions to his guest speaker, Joe Maas. Among them was a question about using cash to invest in a DST vs using funds from a 1031 exchange, the traditional method to enter into a DST. Another question as asked about using money from a retirement account; an IRA, 401(k), etc, to invest into the DST.
While we did answer those questions, we didn’t go deep on the subject. As a result we decided to record this Encore Presentation to dive into these strategies. Click on the link below to listen to this discussion about these two topics.
Register Now To Watch Replay
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About Your Host
Randy Luebke
President, Lifetime Paradigm, Inc.
Financial Consultant, Fiduciary Advisor, Coach
Investment Advisor Representative RFC, RMA, CWPP, CMP
Award-Winning Author of The Business Owner’s Guide to Financial Freedom
“I have been doing this for over 30 years, and what I’ve found is that my best clients have one thing in common. That is, every single day they struggle because they want more. Not because they are greedy. They just want more time and more money, to do more of the things they really enjoy. They want to spend more time with the people they love and give more money to the causes they care about most. They struggle because they want less stress and more fulfillment in their busy lives and, frankly, who doesn’t?
Essentially, I’m no different. I’ve been an independent entrepreneur for most of my adult life and, over the years, I’ve been fortunate to have learned a lot through both my personal experiences and my training. So now, I teach my clients how to do the things that have helped me to improve my life, so I can help them to improve theirs.”
– Randy Luebke President, Lifetime Paradigm, Inc.