Asset Strategy Educational Events

Gain knowledge: Helping you Create, Manage, Protect & Distribute Wealth®️

Attend an Asset Strategy Event

Being informed stands at the forefront of Asset Strategy’s belief in financial wellness. We offer events on a wide variety of topics designed to touch on the unique needs of different financial situations. You may learn about recent market overviews, real estate material, tax strategies, and so much more. Explore our upcoming events below.

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Asset Strategy’s DST Lunch Seminar

June 9, 2022 @ 12:00 pm - 2:00 pm

When: Thursday, June 9th, 2022 at 12 PM

Where: Smith & Wollensky
583 Washington St,
Wellesley, MA 02482

Tired of being a landlord? Are you interested in selling your investment property but are concerned about triggering taxes and replacing the income?

Join Asset Strategy at a complimentary lunch event to learn more about DSTs.

We will cover topics such as:

  • Selling investment property, 1031 Exchanges may provide an effective strategy for deferring taxes
  • Calculating capital gains
  • What is a 1031 Exchange?
  • What is a Delaware Statutory Trust?
  • Understanding Potential Risks


June 9, 2022
12:00 pm - 2:00 pm


Smith & Wollensky
583 Washington St
Wellesley, MA 02482 United States