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Learn At Lunch Via Zoom

with... Stefan Belhomme

Unlock the Power of Trusts—While You’re Still Alive with Prudent Wealth Strategies

Thursday, August 7, 2025 12:00 PM - 1:00 PM

Speaker: Stefan Belhomme, Founder of Prudent Wealth Strategies

Most people use trusts to pass on wealth after they die (and there’s nothing wrong with that), but in this session I’m going to show you how to benefit from trusts while you’re ALIVE. These are strategies that the Ultra-Wealthy utilize, but you don’t to be a gazillionaire to put these things in place.

Wholesaler? Lender? Flipper? Landlord? No matter how you’re involved with real estate, you'll walk away with a better understanding of how to effectively use trusts to:

  • Reduce your taxes
  • Protect your assets
  • Maintain privacy
  • Efficiently leave a legacy

Whether you’re new to real estate or you’ve been in the game for years, if you're serious about keeping more of your hard-earned money…you cannot afford to miss this session.

WHAT YOU’LL LEARN:

  • How to reduce taxes on rental income without using depreciation
  • How to avoid capital gains on properties without the constraints of a 1031 exchange
  • Why land trusts and LLCs don’t provide much asset protection as you may think
  • How to structure your trust to provide iron-clad asset protection
  • Much more 

The meeting will be hosted online at Zoom.com The meeting link will be emailed to you upon pre-registration - RETAIN THIS EMAIL! Please note, download Zoom on your device of choice, register for your free account and test your device for audio/camera/microphone capabilities.

VERY IMPORTANT!! Just like checking in at our in-person meetings, to enable us to check you in for the meeting your Zoom name must match your NCREIA account name - we need both first and last name to identify you.


Free Event

Date:  Thursday, August 7, 2025
Time:  12:00 PM - 1:00 PM


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