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Browse Our Upcoming Financial Workshops
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Hosted by Martinelli Financial Services, the series of events through our seminars and workshops are offered complimentary to our community. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events!
Live Events
Events in November–December 2026
November 19, 2026
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November 19, 2026Location:
Whitemarsh Valley Country Club
815 Thomas Road
Lafayette Hill, PA 19444An educational workshop exploring unique approaches to managing capital gains from real estate and other highly appreciated assets.
Are Capital Gains Taxes Holding You Back from Selling? Explore Tax-Advantaged Real Estate Strategies. Discover how you may be able to defer capital gains taxes—without the pressure of identifying a replacement property.
Join us for an informational session designed to provide a high-level overview of strategies commonly used in real estate and capital gains planning.
Topics Include:
- Overview of Section 1031 Exchanges
- Roth Conversions
- “Swap ‘Til You Drop” Strategies—without replacement property requirements
- Qualified Opportunity Zones (QOZs)
Heavy appetizers and soft drinks to be served.
Webinars
Events in November–December 2026
- There are no events scheduled during these dates.
