About this Event
Join Momentum CLE for an elevated evening of education, strategy, and connection focused on building long-term wealth through real estate and legacy planning.
From Growth to Legacy brings together industry professionals and investors for an insightful discussion on 1031 exchanges, estate planning essentials, and wealth preservation strategies designed to help you scale intentionally and protect what you’ve built.
Whether you’re an experienced investor, business owner, or simply looking to better understand the tools available for generational wealth planning, this event offers valuable guidance from trusted professionals in the field.
✨ Featured Speakers:
Joy Thomas Eifrid – Business Development Manager
Nolan T. James Jr. – Counsel
📅 Date: June 4, 2026
⏰ Time: 4:30 PM – 7:00 PM
📍 Location: Lakeside Yacht Club
4851 N Marginal Rd, Cleveland, OH
What You’ll Learn:
- 1031 exchange strategies for investors
- Estate planning essentials for asset protection
- Wealth preservation and legacy-building techniques
- How to scale with intention while protecting long-term financial goals
Network with like-minded professionals, investors, and entrepreneurs while gaining actionable insight to help secure your financial future.
Presented by Momentum CLE in partnership with industry leaders in real estate, title, lending, and legal services.
Event Venue & Nearby Stays
Lakeside Yacht Club, 4851 North Marginal Road, Cleveland, United States
USD 0.00
