Aging with Assets - Free Mastermind Session at Mega Agent Camp 2025

Here's what most agents miss about Baby Boomer clients:

They don't just own homes—they own portfolios. They don't just need to sell—they need to strategically reposition assets. They're not just making transactions—they are making decisions that will impact their legacy for generations.

Yet most agents approach these opportunities with the same basic strategies they would use for any other client.

Aging, Assets and Inheritance: Systems, Models and Tools for Baby Boomers is a Free Mastermind Experience on Monday, August 11, 5PM onwards at Henry B. Gonzalez Convention Center, River Level, Room 008AB

This mastermind will elevate your understanding of wealth strategies that aging families desperately need: 1031 exchanges that defer massive tax bills, Delaware Statutory Trusts that provide passive income without management headaches, and asset repositioning strategies that multiply wealth across generations.

The families who require these strategies are already within your market and are making decisions. The question is whether they are doing so with your guidance or with someone else's.

This is your opportunity to serve at the highest level while building a practice that generates referrals and relationships for decades.

OTHER EVENTS BY KW REAL ESTATE PLANNER COMMUNITY AT MEGA AGENT CAMP 2025:

Join us for an exciting lineup of Real Estate Planner Community events in Texas this August!

Here's what to expect:

Monday, Aug 10, 2025 - What’s the Question (Training Session)
Time: 1PM to 4PM CDT
Location: Keller Williams Realty, San Antonio, TX