Do you want to help investor clients? Do you know when a 1031 exchange might be used? Have you ever struggled to answer client questions about 1031 exchanges? If you answered yes to any of these questions, then our 1031 Exchange Basics is for you. By the end of the hour, you will be able to communicate 1031 exchange basics to clients, understand the terminology involved in 1031 exchanges, identify when 1031 exchanges might be used, and recognize the timeline requirements for 1031 exchanges.
Lunch for this meeting will be provided by:
About Chris Peterson
Chris is the founder and President of WealthBuilder 1031. He graduated from Wheaton College and the University of Texas School of Law. Besides his position with WealthBuilder 1031, Chris is the owner of Peterson Law Group, an estate planning, elder law, probate and business planning law firm in Texas.
Besides practicing law and conducting 1031 exchanges, Chris is active in numerous activities. Currently, he serves as an Elder at Westminster Presbyterian Church. He previously served as President of the Bryan School Board, President of the Bryan Business Council, Chairman of the Board of the Research Valley Partnership, Moderator of South Texas Presbytery, Vice President of the Bryan-Brazos County Economic Development Foundation, Chairman of the Texas Triangle Regional Center for Innovation and Commercialization, Vice Chair of the Board of Directors of Bryan Texas Utilities, Advisory Director of BBVA Compass Bank, Moderator of South Texas Presbytery, and on the Wheaton College Alumni Association Board of Directors, in addition to many other civic, nonprofit and church boards.
In addition, Chris is a serial entrepreneur and has been involved in starting businesses ranging from a local community newsmagazine, political consulting, chocolates, and real estate development.
Chris has been married to his college sweetheart, Debbie since 1996. They have 3 kids (one of whom is adopted).