Wealth Reallocation: How to Move Your Money Tax-Free
• Workshop Room 3
Learn how to identify trapped equity, evaluate return on equity, and reposition wealth using 1031 exchanges, cash-out refinances, syndications, Opportunity Zones, private lending, paper assets, debt reduction, and more.
Presented by:
Lucas Thomas RHM Real Financial Planning
Lucas Thomas is a financial planner, real estate investor, educator, and entrepreneur focused on helping people build practical, lasting financial freedom. He is the owner of RHM Real Financial Planning, where he specializes in financial strategy, real estate portfolio planning, mortgage analysis, business optimization, debt management, and major life transitions. A U.S. Army infantry veteran, Lucas brings a disciplined, direct, real-world approach to money and investing. He has built and managed a multi-property real estate portfolio, taught real estate and finance professionals, and developed educational programs centered on F.I.R.E., wealth building, and financial independence. As a fathe
Lucas Thomas is a financial planner, real estate investor, educator, and entrepreneur focused on helping people build practical, lasting financial freedom. He is the owner of RHM Real Financial Planning, where he specializes in financial strategy, real estate portfolio planning, mortgage analysis, business optimization, debt management, and major life transitions. A U.S. Army infantry veteran, Lucas brings a disciplined, direct, real-world approach to money and investing. He has built and managed a multi-property real estate portfolio, taught real estate and finance professionals, and developed educational programs centered on F.I.R.E., wealth building, and financial independence. As a father of two daughters, he believes financial planning should go beyond numbers—it should create options, security, freedom, and a legacy for the people who matter most.