Event Information

Real estate investors in Arizona and across the country have seen tremendous gains over recent years, resulting in newfound levels of wealth and possibility. But the tax cost of turning those paper profits into liquid cash often leaves successful real estate investors feeling stuck. Join us for a panel discussion where experts from 3 different industries will share stories about how successful real estate investors can reimagine what’s possible, create a bold vision for their next chapter, and employ tax smart strategies to get there.

The panel will focus on utilizing Charitable Gift Annuities and Charitable Remainder Trusts to replicate or enhance current cash flow, eliminate the management burden of real estate, reduce current and future taxes, while also securing a charitable legacy.

Date: Tuesday, October 22, 2024
Time: 6:00-8:00 p.m.
Location: 3837 East Tracker Trail, Phoenix, AZ 85050
As part of this event, participants will:

- Discover tax-smart strategies for maximizing your real estate investments, minimizing both current and future tax liabilities, including the benefits of deferring taxes through various financial instruments.
- Understand how to strategically incorporate charitable giving into your financial planning, ensuring your legacy supports meaningful causes and potentially provides immediate tax benefits.
- Network with like-minded individuals in the community

Please contact us at (602) 933-3870, or giftplanning@phoenixchildrens.com for additional information.

Thank you to our sponsors:

Event Speakers

Steve Castle
Owner
Castle Real Estate Group

Steve Castle moved to Arizona at 17 and subsequently graduated from the University of Arizona in Tucson, where he met his wife of 26 years. They have two children, Ella (19) and Tali (24). Steve and his wife Michal run Castle Real Estate Group based in Scottsdale, Arizona, where their team consistently ranks among the top producers in the market, selling around $50,000,000 of real estate annually.

In addition to running the business, Steve is actively involved with several Valley non-profits, including being on the Allied Advisor Council at Phoenix Children’s Foundation. With over 25 years of experience, Steve has been a real estate coach, trainer, and mentor, firmly believing that real estate is one of the best wealth-building tools. As an active real estate investor, Steve focuses on balancing lifestyle, income, and legacy as he approaches retirement, which has led to his interest in various tools to achieve the right mix.

When he is not working, Steve enjoys reading, going to concerts, watching the Phoenix Suns, and staying active.

Nicola Lawrence, MSc MA PgC CAP® CFRE
Associate Vice President of Philanthropic Advising
Phoenix Children’s Foundation

With over 25 years of experience in nonprofit leadership, Nicola stands out as a dedicated professional renowned for her expertise in fostering community relationships that drive development and sustainability. Nicola has honed her skills in philanthropy, specializing in individual gifts, gift planning, and corporate collaboration. Her innovative approach has led to a multiyear track record of transformative gifts, often utilizing tax-advantaged strategies to maximize impact.

With a rich understanding of nonprofit operations, Nicola combines her extensive knowledge and hands-on experience to advance organizational goals and support sustainable growth.

Justin Smith, CAP®, CFA®, CFP®
Financial Advisor
Savant Wealth Management

Justin specializes in helping executives and successful professionals create a tax-smart plan for their next chapter. Whether they wish to stay in the corporate arena, retire, or blur the lines in pursuit of the best of both worlds, we explore what’s possible, create a plan, and strive to minimize taxes in the process.

Justin has been involved in the financial services industry since 2005. Prior to joining Savant, he was a partner and portfolio manager for an independent Registered Investment Advisor firm in Chicago.

Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan Ross School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on tax-smart retirement planning.

Justin loves to cook and enjoys spending time outdoors with his wife and three children. After living in the Midwest for many years, they truly appreciate everything Arizona has to offer. In the fall, you are almost certain to find Justin on his patio watching Minnesota Vikings or Michigan Wolverines football.