Where & When

May 21, 2010
8:00 AM - 5:00 PM
 
Crown Plaza Hotel
1177 Airport Blvd.
Burlingame, CA 94010

Meet the speakers

Seller Financing Expert

W. Eddie Speed is the president of Colonial Funding Group, LLC. the founder of NoteSchool™ and author of Streetwise Seller Financing, he is a nationally recognized expert on seller-financed notes. Eddie has purchased more 30,000 notes totaling over a half a billion dollars in the past 25 years – an industry record.

Private Lending Specialist

Michael T. Morrongiello is an active investor who specializes in real estate and real estate paper investments. Widely known as having one of the most knowledgeable and creative minds in the paper business, Michael started creating paper as a result of his own Real Estate investment activities in the early 1980s.

Self-directed IRA Industry Leader

Hugh Bromma, an expert in self-directed retirement plans, is the founder and CEO of The Entrust Group. He has had a long and distinguished career in banking, M&As, and real estate. A frequent guest on CNBC, Bloomberg, MarketWatch, and other financial programs, Hugh also contributes to The Wall Street Journal, Forbes, and other professional publications.

The Entrust Difference

We are committed to providing ongoing education to our clients to help them reach their financial goals through the investments of their choice.

Creative Lending and Financing with your IRA-- San Francisco Bay Area

 

Having trouble financing your deals?

Learn how to obtain capital from a self-directed IRA, a process that is much simpler and faster than the loan process with institutional lenders.  

Be the bank! 

Rescue your IRA by investing in assets you know, understand, and can control. With the tightening of lending practices to small businesses and higher credit score requirements, borrowers are seeking private lending.  Learn how your IRA can be the bank!

Investor Workshop

This workshop is packed with information for succeeding in today’s economy. Here are just some of the topics that will be covered:

  • Why using your IRA for private lending makes sense in today’s market and how to do this
  • How to creatively increase yield or rates of return
  • Safety vs. yield
  • Top 3 mistakes investors make when making a private loan
  • How to create a seller-financed note that is marketable
  • Note valuation, finding a specialist, how notes are valued and why every IRA owner needs a valuation
  • Assessing the market value of your real estate notes in your traditional IRA
  • The 6 characteristics that most significantly impact a note’s value
  • The ultimate alternative financing solution today – seller financing
  • The benefits of “standardizing” your loans
  • What’s most important to investors who buy notes

Valuable tips you will pick up at this event:

  • OPI: Combine your IRA with other people's IRA  (OPI) funds so you can make larger purchases or a single purchase of a larger dollar amount.
  • OPM and OPI combined: You can combine an IRA (OPI) and other people's money (OPM) to acquire the investment that you want.
  • Finance other people’s commissions. 
  • And much more!!!

Past Events

Advanced IRA Investor Workshops

1-22-10     Los Angeles, CA
"Real Estate Lessons from the Trenches"
 
10-09-09   Orange County, CA
"Think Outside The Box To Create Retirement Wealth"

 

 

REGISTER TODAY

Online:

Financing workshop

You must fill out a registration for every participant.  You will be required to use a different email address for each registration.  

Phone:

510-587-0950 x 254

Fax or email:

Download the form below

For 2 or more register using the form below.

Download Registration Form

REGISTRATION

Space is limited.  Reserve your seat today.  These events sell out.

$75
Early bird special ends 3/19/10

$109
Regular Price:
3/20/10 - 5/7/10

$159
Late Registration:
5/8/10 - 5/21/10

 

Email us for group discounts: bizdev@theentrustgroup.com