Upcoming Events - BAWB - Bay Area Wealth Builders

Upcoming Meetings:


June 2024

BAWB Regular Monthly Meeting – June 20th, 2024
This will be a LIVE IN PERSON MEETING

6:30 Pm Free Pizza and Networking Begins – So Come Early if you can
7:00 Pm Promptly the Formal Meeting starts and ends by approx. 9:00 Pm

Real Estate Prices in many areas have Appreciated up to 50% since 2020

Do the Four Pillars of Real Estate Investing Still Exist today?

High Home Prices + High Interest Rates + Declining Rents; What’s Next?

What Sector will be affected the Most?

Some Steps one can be taking to protect your Investments

What is the BIGGEST Obstacle that continues to prevent Most Buyers from Purchasing a Home

What are the (5) FIVE Golden Rules of Real Estate for Property Investors

Join us for this lively discussion and insights…

The Formal Meeting Program PROMPTLY Starts at 7 Pm


July 2024

BAWB Regular Monthly Meeting – July 18th, 2024
This will be a LIVE IN PERSON MEETING

6:30 Pm Free Pizza and Networking Begins – So Come Early if you can
7:00 Pm Promptly the Formal Meeting starts and ends by approx. 9:00 Pm

Earned Assets OR Inherited Assets
Real Estate, Notes, Businesses or
Business Assets, Personal Assets…

Protect What you will Acquire, May Already Have, and Create your Legacy RoadMap

Real Estate Owners are PRIME Candidates for Estate Planning.
Without it family’s can be left to pay SIGNIFICANT TAXES.

Whether we are looking to acquire assets for OURSELVES as an Investment or Business opportunity
or ASSIST those with the Acquisition or Disposition of THEIR assets.
Opportunities present themselves.

Getting yours or others affairs in order can oftentimes be a Challenge

Consider Estate Planning to be INSURANCE for your Family and Loved Ones

At this Meeting you will Learn about:

Dealing with Real Estate IN STATE or OUT OF STATE

Wills

Probate and Probate Administration

Various Types of Trusts (Revocable, Irrevocable, DST’s, CRT’s, etc.)

POA’s – Power of Attorney

Advance Health Care Directives

Guardianship

Property Tax Transfers and Exemptions

AND Importantly How to Navigate the tremendous number of concerns
generated by ongoing changes to Proposition 19

About our Speaker:
Loren M. Lopin, Attorney At Law
Loren Lopin’s practice focuses on providing comprehensive,
personalized estate planning counseling to individuals, families,
and small business owners, as well as probate and trust administration.
Loren is committed to helping his clients understand that the foundation
of estate planning is appreciating the value of protecting themselves and their loved ones.

Loren received a B.A. from University of California Los Angeles in 1985.
In 1991, Loren received a J.D. degree from the Western State University College of Law.
Loren began his legal career in Mergers & Acquisitions with the Office of General Counsel at
Bank of America in San Francisco. Prior to starting his private estate planning practice,
Loren was the general counsel for Justsystem Ventures, a venture capital firm located
in Menlo Park, California and then established and managed Aspect Ventures, a corporate development
fund for Aspect Communications in San Jose. Loren lives with his wife and three children in San Francisco.


August 2024

Meeting info coming soon.

September 2024

Meeting info coming soon.

October 2024

Meeting info coming soon.

November 2024

Meeting info coming soon.

December 2024

Meeting info coming soon.

January 2025

Meeting info coming soon.

February 2025

Meeting info coming soon.

March 2025

Meeting info coming soon.

April 2025

Meeting info coming soon.

May 2025

Meeting info coming soon.