Asset Strategy Educational Events

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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

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 […]

Asset Strategy’s 2022 2nd Quarter Market in Review

Virtual Zoom

When: Thursday, July 14th, 2022 at 1 PM ET Where: Virtual Zoom The volatility of the first quarter remained as we closed out the second. Concerns continue to center around growth, inflation, and the actions of the Federal Reserve. The market continues to have difficulty pricing in the level of growth (i.e., recession or no […]

Asset Strategy’s DST Dinner Seminar

When: Thursday, August 4th, 2022 at 6 PM Where: The Private Dining Room at The Lenox 61 Exeter St, Boston, MA 02116 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 […]

Asset Strategy’s DST Seminar

When: Wednesday, September 28th, 2022 at Noon or Thursday, September 29th at 4 PM Where: Asset Strategy Corporate Headquarters (Natick, MA) 24 Superior Dr., Ste 101 Natick MA 01760-1535 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 […]

Asset Strategy’s DST Seminar

When: Wednesday, September 28th, 2022 at Noon or Thursday, September 29th at 4 PM Where: Asset Strategy Corporate Headquarters (Natick, MA) 24 Superior Dr., Ste 101 Natick MA 01760-1535 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 […]

Asset Strategy’s 2022 3rd Quarter Market in Review

Virtual Zoom

When: Thursday, October 13, 2022 at 1 PM ET Where: Virtual Zoom The volatility of the first half continued through the close of the third quarter. Markets continue to remain concerned about economic growth, inflation, and the Federal Reserve. Out of the three, inflation remains the biggest wild card and will garner most of the […]

Asset Strategy’s DST Seminar

When: Thursday, October 27th, 2022 at 6:00 PM Where: Hopkinton Country Club 204 Saddle Hill Rd, Hopkinton, MA 01748 REGISTRATION CLOSED 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 event to learn more about […]

CPE Credit – 1031 Exchanges and DSTs

Virtual Zoom

This course gives an overview of the fundamentals of IRC Section 1031 for real property and how DSTs (Delaware Statutory Trusts) can be used as part or all of a 1031 solution. This presentation will discuss the basics of the 1031 process, provide a brief history and overview of DSTs, and why taxpayers may or […]















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