Workshop: Got Savings?
Audience: Entry Level
Description: Learn the fundamental of retirement planning. Course will explore different retirement accounts and how to start saving for retirement planning now. The focus of this course will be Self Directed Retirement Accounts and how they give the owner the control to build wealth in their account. Discussion will include how to invest in real estate and related assets in your retirement account.
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Workshop: Got Choices?
Audience: Intermediate Level Investors
Description: Learn about the myriad of investment options inside a self-directed retirement plan. This workshop includes discussion of the do’s and don’ts (prohibited transactions) within your investment plan, alternative investment choices to the stock market (mortgages, notes, real estate, LLCs…) and client strategies. Plan on attending this session if you are an experienced investor or have significant retirement resources.
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Workshop: Got Expertise?
Audience: Sophisticated investors and Advisors
Description: This class provides an in-depth look at the technical aspects of Self-Directed retirement plans. Included are advanced investment strategies, entity investments (LLC’s, Partnerships, Private Placements) and using leverage (debt) to increase the potential of your retirement plans. CPA’s, attorneys, financial planners and retirement administrators will especially find this session valuable.
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Workshop: Got Buyers?
Audience: Real Estate Agents and Brokers
Description: Designed to teach real estate sales professionals how to tap into almost $4 Trillion of IRA and other retirement funds for client investments in real estate. Strategies provided will illustrate how to build a marketing plan to include the power of self-direction, and how they can use IRAs and retirement plans personally to invest in what they know and understand – real estate. If you have a Realtor™ license, this is a session you cannot afford to miss.
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Note: All courses are scheduled for one hour and are packed with information. Please plan on arriving 15 minutes early to ensure a seat as each session will start on-time. There will be time allotted after the session for individual questions