Join top-tier industry professionals and financial experts for a timely educational session of Wealth Management Strategies & Market Update followed by an exclusive sunset networking mixer in the heart of Old Pasadena. This is a not-to-be-missed evening of knowledge, connections, and community.
Seminar Topics Include:
Economic Update
Gain clarity on today’s shifting economic landscape. Our expert will break down key indicators such as inflation trends, employment data, GDP projections, and how macroeconomic conditions are expected to influence the real estate market in the months ahead.
Fixed Income & the Interest Rate Market
Learn how changes in interest rates and bond yields are affecting investors, homeowners, and lending institutions. Understand the dynamics of fixed income markets and how real estate professionals can interpret and communicate these trends to their clients and investors.
Securities-Based Financing
Explore innovative financing tools such as securities-based loans and portfolio-backed lending. This session will explain how high-net-worth clients can leverage their investment portfolios to access liquidity for real estate purchases, bridge loans, or investment opportunities—without disrupting long-term strategies.
Interactive Q&A Session
Bring your questions! Our speakers will take time to address real-time concerns from our attendees. This dynamic conversation allows for deeper engagement and tailored insight, helping you walk away with actionable takeaways.
Evening Networking Mixer
After the seminar, unwind and connect during our outdoor networking mixer, featuring delicious food, drinks, and warm company. Reconnect with familiar faces and build new relationships with professionals who share your passion for real estate and financial success.
