February 2022 Lunch + Learn

27075 Marina Road,Orange Beach AL 36561

15 February, 2022

Description

1031 Exchanges and your clients options ALL Local REALTORs® Encouraged to AttendFebruary Lunch + Learn Engage with the Experts Featuring: Carl Worden, Tax Deferral Consultant & Registered Investment Advisor of DeferTax.com & Mark Cagle, owner of Cagle Insurance and Financial Services Date: Tuesday, Feb. 15 Time: Noon – 1 p.m. Venue: Fisher's Upstairs at the Orange Beach Marina Cost: FREE Free lunch available for all attendees We would like to extend an invitation to ALL LOCAL REALTORs® to our February Lunch + Learn, where we welcome Carl Worden, Tax Deferral Consultant & Registered Investment Advisor of DeferTax.com & Mark Cagle, owner of Cagle Insurance and Financial Services, to talk about Real Estate tax deferral strategies. As a local Real Estate expert, it is crucial that you are aware of `1031 Exchanges and learn how to better serve your home buyers and home sellers by educating them on their options! Mark Cagle has been licensed in the insurance and financial services industry since 2007. With his years of experience, Mark enjoys helping his clients prepare for the future in an efficient and strategic manner. Mark views his role as one of a Risk Management "Quarterback" as he helps clients use the right strategy for their particular situation, while utilizing his relationships with other experts in the field when appropriate. Mark has served in numerous church and civic roles and currently serves on Victory Health Partner's Development Board. He has been married for 21 years to his wife Brandy and they have 3 children, a number of dogs and cats, and reside in West Mobile. Carl Worden is a Tax Deferral Consultant and Registered Investment Advisor specializing in tax minimization, tax deferral, and tax avoidance strategies. Also proficient in offering financial solutions to save money and improve profit opportunities on acquiring real estate. He promotes economic development through partnerships with CPAs, attorneys, and residential and commercial real estate brokers to create liquidity in the real estate market through strategic guidance on capital gains tax liabilities. Carl has provided business owners and high net worth clients with wealth management expertise in residential and commercial real estate, retirement and estate planning, tax planning, financial matters, life and long-term care insurance, and assistance in philanthropic endeavors. He is an educator in the field of tax deferral, 1031, 1033 and 1035 Exchanges, and Delaware Statutory Trusts. This event is hosted by Angelo DePaola, The Coastal Connection at eXp Realty. Angelo DePaola eXp Realty, Seaside branch 251-279-0099 [email protected] 27075 Marina Rd, Orange Beach, AL 36561