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.

Views Navigation

Event Views Navigation


Asset Strategy’s DST Lunch Seminar

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

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 […]