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RETIREMENT EDUCATION WORKSHOPS

Find out where the next ILG Financial Retirement Strategies workshop is taking place in your area. These workshops are for adults age 50+ with $250,000 or more in investable assets. Click on the events listed below to learn more about each event.

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NEW All-Inclusive Approach To Retirement Planning Built Just For You.

Are You Ready: 

  • To leave the hassles of property management behind
  • Cash out of your property and get the tax benefit of  a 1031 Exchange
  • Receive passive income from professionally managed income producing properties

THEN YOU’RE READY TO LEARN MORE ABOUT DST’S.

CLICK HERE TO REGISTER

ILG Financial is a full-service financial advisory practice and the informed investor’s choice for DSTs. In addition to our comprehensive financial planning services, we now offer DST opportunities to accredited investors.* Join our complimentary, educational lunch and learn to understand more about DSTs, how they work and how they can benefit you.

Our Think Differently approach provides you with all the right tools you need to build the best retirement plan. Our services include:

  • Income Planning – SECURITY and Income PROTECTION Strategies
  • Investment Management – Seek OPPORTUNITIES and AVOID RISK
  • Tax Minimization – KEEP More of What You Have
  • Legacy Planning – A PLAN For Your Loved Ones
  • Long-Term Care Planning – AFFORD the Care You Need

CLICK HERE TO REGISTER

*To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

The information, suggestions, and opinions included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting or insurance purposes. ILG Financial will not be held responsible for any detrimental reliance you place on this information. Investments in a DST involve certain risks, including the potential lack of return, loss of principal and tax consequences. Investment Advisory Services offered through AlphaStar Capital Management, LLC, a Registered Investment Adviser. AlphaStar Capital Management, LLC and ILG LLC & ILG Financial LLC are independent entities. The DST sponsor determines whether to accept any individual’s subscription documents. Portfolio management services provided by a third party sub-advisor.