Exit Planning with Deferred Sales Trusts

Join us on Tuesday, July 22nd @ 5:30 pm, w/ our Guest Speaker: Mary Seo. Mary is a seasoned financial strategist with a passion for helping clients navigate complex tax and estate planning strategies. She specializes in innovative solutions for capital gains tax deferral—most notably through the Deferred Sales Trust (DST).

Known for her clear, practical approach, Mary has guided numerous high-net-worth individuals, business owners, and real estate investors through the process of using DSTs to preserve wealth, defer taxes, and create long-term financial flexibility. Her commitment to education and transparency makes her a trusted resource in this highly specialized area.

Mary will share insights into how the Deferred Sales Trust works, who it benefits, and why it’s becoming an increasingly popular tool in strategic financial planning.

📅 Date: Tuesday, July 22, 2025
🕠 Time: 5:30 PM
📍 Location: Hawaiki Tower, 88 Piikoi Street, Honolulu, HI 96814
Please be sure to RSVP. Attendance maximum is 25.

Directions to Hawaiki Tower, 88 Piikoi St
Limited guest parking

From Pensacola towards the mall, stay in the rightmost LEFT turn lane to Waimanu St. Turn right up the ramp marked Hawaiki Tower. Park in the circle driveway.

If no guest parking is available, please park at the mall and walk back over and up the ramp to the lobby entrance.

Light refreshments will be served. To help cover food and meeting expenses, the following fees apply:

• Annual Club Membership Fee: $35
• Club Members: $15 per meeting
• Non-Members: $25 per meeting

Important:
All attendees must have personally completed at least one real estate investment transaction, such as a flip, cash-flow property, wholesale deal, or private lending investment.
Let’s grow together—see you on July 22nd!

We look forward to seeing you there. ALOHA!