Main Meeting - 4th Quarter Trim

As the year winds down, smart investors are already thinking ahead. Join the Carolinas Real Estate Investors Association for our September Main Meeting, "4th Quarter Trim: Year-End Strategies to Finish Strong."
This month's expert panel dives into three critical areas every investor should be addressing before year-end:

• Taxes — Practical strategies to close out the year with maximum deductions
• Financial Planning — Key moves to protect the gains you've built in 2026
• Custodian Structuring — How to set up your accounts now for your 2027 strategy

Whether you're a seasoned investor or just getting started, this session will give you actionable insight to head into the new year with a clear plan.

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