Recharge Your Returns - Scheduled Abstracts

Scheduled Abstracts

KEYNOTE PRESENTATIONS

Saturday, 8:30 a.m. – 9:45 a.m.

How Real Estate Fits In a Balanced Portfolio
Mark Bosworth, President – The Mark Bosworth Companies

What you will learn:
• Why you should have real estate in your portfolio.
• What percentage of your portfolio should be in real estate.
• Single Family vs. Multi-Family vs. Commercial.
• How a full service real estate investment practice tailors Managed Real Estate Accounts to suit the client.
• Investment advisors will learn how to benefit from association with companies like Mark Bosworth Companies.

How you will use it:
• Gain realistic expectations to get started in investing in real estate.
• Make the market (up or down) work for you.
• Qualify then quantify your advisors, experts and mentors.

Saturday, 4:10 p.m. – 5:00 p.m.

The State of Real Estate
Steve Rix, Executive Vice President – Foundations Financial Group

So you want to invest in real estate? Let’s get past the hype of the recent “bubble” and the gloom and doom of the “burst”. This compelling session will deliver information that moves you toward action. Forget about great systems or new products in real estate; this session will give you the practical insights necessary to take advantage of the biggest money making opportunity ever known in America!

What you will learn:
• The American Mindset – dispelling the myths of money making in real estate.
• The Coming Storm – an economic forecast the demands individual responsibility.
• The Asset Backed Position – what the non-traded asset does in your portfolio.
• The Never Ending Necessity – why the opportunity has never been greater.

How you will use it:
• Empower you with information to weed through all the choices.
• Temper you to move without distraction from temporary trends and momentary euphoria.
• Create measurable baselines to insure the most important thing a real estate investor needs – RESULTS WITH SIGNIFICANTLY LESS RISK!

Saturday, 6:00 p.m. – 6:45 p.m.

The Accidental Investor
Dr. Dolf de Roos, Real Estate Investor – Property Prosperity

The Unintentional Investor is described as the homeowner who through no intentional action awoke to significant equity build up in their homes and any other real estate holdings.

What to do next is the question facing The Unintentional Investor. Despite a better equities market in 2006, the Dot Com era is still a recent memory. Real estate investing has proven stable, predictable and secure for millions. Harnessing this fact and the commercial opportunities associated with this are the next big investment services idea.

Wall St. will no longer sit on the sideline and see capital and fees lost to an apparently competitive market.

The lessons learned by the individual real estate investor/adventurer are going main stream as the average homeowner takes advantage of the services and providers that have arisen to serve this early market.

The Unintentional Investor and a balanced portfolio demand a holistic treatment of the entire asset base. Not just investable assets or real estate, but both as components of a complete portfolio.

The volume of transaction by this class of investor has already surpassed the individual real estate investor-adventurer in investment, success and maturation. Products, providers and investment services are springing up to serve this market.

From this session you will learn how you can take advantage of this once in a lifetime phenomenon of the awakened Unintentional Investor.

Sunday, 8:00 a.m. – 9:15 a.m.

Build a Powerful Financial Future with Real Estate - Even After the Bubble
Adiel Gorel, President & CEO – International Capital Group

What you will learn:
• Which markets are the best real estate markets in the U.S. after the bubble.
• The demographic trends projected for the next decade.
• Financing and cash flow issues for the coming years and what “cash flow” really means.
• How you can invest well, even when you are extremely busy.
• The gulf-opportunity zone tax incentive program and who can use it.
• The type of properties you should buy.
• How you can truly use property management safely and smartly.
• What makes some mortgages in the United States so special.
• Safety issues and considerations.

How you will use it:
• You will learn how to lower taxes dramatically for certain investors.
• You will know how to use real estate investments to fund your children or grandchildren’s college education.
• You will know how real estate investments can improve your retirement years.
• You will know how to handle financing, cash flow, taxes and 1031 exchanges as part of retirement planning.
• You will accomplish investment goals more rapidly.

Sunday, 1:15 p.m. – 2:15 p.m.

Building Retirement Wealth with Real Estate Investments
Drew Grunwald, Managing Partner – Red Door Group

This Keynote address will cover the state of today’s real estate market including passive investment opportunities for building wealth. Mr. Grunwald has extensive knowledge of real estate and real estate finance and will teach you how to maximize your returns with hands-off hassle-free investments.

What you will learn:
• How to invest in passive real estate vehicles such as Trust Deeds, Triple Net Leases (NNN), Agreements for Sale (sale leasebacks), Tenants in Common (TIC’s) and Real Estate Investment Trusts (REITs).

How you will use it:
• You can utilize funds from many sources including cash on hand, 1031 Exchange, IRA and other retirement funds, trusts, and leveraged purchases.

Sunday, 3:45 p.m. – 4:45 p.m.

Expert Panel - Exploring Opportunity for Unintentional Investor
Panelists: TBA
Moderator: Andrew Waite, Publisher - Personal Real Estate Investor Magazine

What you will learn:
• Why a new class of non-traded asset investors are questioning traditional advice.
• What investment advisors can and cannot do.
• Where this industry is going.

How you will use it:
• How they are solving the cross-asset divide:
o Licenses and compliance.
o Asset advice.
o Getting paid.
• How to find advisors and providers that understand this dilemma and deliver higher returns.
• How this evolution can benefit as a professional or investor.

TRACK SESSIONS

Introductory

Saturday, 10:45 a.m. – 11:45 a.m.

Investment Opportunities, Techniques and Strategies to Maximize Your Portfolio Through Alternative Assets
Tom Anderson, President & CEO – PENSCO Trust Company

What you will learn:
• Learn about investment opportunities, techniques and strategies to maximize your retirement portfolio through alternative assets.
• You will discover which non-traditional investments can now be held in your retirement accounts.
• We will also touch on the most accepted portfolio management theory, discuss actual investor success stories, and explain the tax implications (both good and bad) of using leverage to increase your returns.

How you will use it:
• After you understand how alternative assets help you to reduce risk and increase potential returns, you will be able to choose a reliable custodian, open a self-directed account and begin getting your retirement investing back on track.

Saturday, 1:00 p.m. – 2:00 p.m.

Tax Relief in a Nutshell
Marianne Kingman, President & CEO – Kingman Winslow, LLC

What you will learn:
• Tax benefits available to self employed Real Estate Investors.

How you will use it:
• To reduce tax burden and maximize profit on investments.

Saturday, 3:00 p.m. – 4:00 p.m.

How to Use Leverage with Your IRA to Maximize Gains
Matt Allen, Director of IRA Lending – North American Savings Bank

What you will learn:
• How to leverage your Self-Directed IRA/401k when purchasing investment property.
• How financing can be used to purchase investment property within a self-directed retirement account, using “non-recourse” financing only.
• The specifics of a non-recourse loan and how it can be very powerful in creating wealth for your retirement accounts.

How you will use it:
• How to use non-recourse financing to purchase single family homes, condos, townhomes, 2-4 units and multi-family units in all 50 states.

Sunday, 9:30 a.m. – 10:30 a.m.

IRA Wealth Building with Real Estate
Patrick W. Rice, President – IRA Resource Associates Inc.

What you will learn:
• Risk Management and strategies for real estate investing with IRA’s.
• To design and complete real estate transactions with a low risk of failure.

How you will use it:
• Using the teamwork approach, you will locate, analyze and evaluate high quality real estate products for your IRA.

Sunday, 11:00 a.m. – 12:00 p.m.

Secrets of Buying Right – What to Look for, Demand Dynamics and Market Cycles
Lane Houk, Regional Manager – Cherry Creek Mortgage

What you will learn:
• Specific features every investor should look for to buy right.
• The big picture on investing outside your own backyard and how to do it right.
• How to identify demand drivers for prudent decisions.
• How to use simple market cycle research to find hot areas.

How you will use it:
• Having a short, concrete list of features investment properties will simplify your decision making.
• Investing out of your own backyard will be exciting armed with the right knowledge.
• Understanding demand drivers will make real estate evaluation much easier.
• Market cycle research will help you buy at the right time and pass at the right time.

Sunday, 2:30 p.m. – 3:30 p.m.

Diversifying Your Portfolio with Commercial Real Estate
Allen Olson, CEO – Rockmann Investment Group

What you will learn:
• How to build your IRA to greater and faster profits by the use of today’s tools.
• How to get on track with explanations of the acquisition process, due diligence with forms and examples of recent commercial dealings.

How you will use it:
• Plan to take home real and proven methods and tools that can bring immediate and enormous returns.

Intermediate

Saturday, 10:45 a.m. – 11:45 a.m.

Gain an Unfair Investment Advantage; Strategic Tools for Multiplying Investment Returns
Tom Wheelwright, CEO – ProVision Wealth Strategists

What you will learn:
• Why so many rich people lose everything, while truly wealthy people stay wealthy for generations.
• How to calculate your risk for any investment and how to lower your risk to virtually nothing for ANY investment.
• How to multiply your returns through OPK (Other People’s Knowledge).
• How to make wisdom and knowledge your personal keys to wealth and financial freedom.

How you will use it:
• Build a team of advisors to accelerate wealth creation.
• Multiply the ways you think about creating wealth.
• Leverage investment tools YOU ALREADY HAVE to multiply your returns.

Saturday, 1:00 p.m. – 2:00 p.m.

Invest in Notes and Mortgages for Massive Profit
Troy Fullwood, CEO – Pinnacle Investments

What you will learn:
• Real estate notes and mortgages.
• How successful investors have been using them to sell and purchase real estate throughout the country in both robust and soft real estate markets.
• How and why these investors are creating portfolios of these notes to build long term wealth along with returns in the 10%+ range that will last for 20+ years.

How you will use it:
• Buy purchasing performing real estate notes throughout the country at a discount that will provide you the opportunity to capitalize on building your own portfolio of long term returns.

Saturday, 3:00 p.m. – 4:00 p.m.

How Investors Can Avoid Paying Tax on Real Estate Sales
Gary Gorman, Author, Lecturer, Retired CPA – 1031 Exchange Experts

What you will learn:
• The six requirements for a 1031 exchange.
• Who is authorized to act as the Qualified Intermediary.
• The role and function of a Qualified Intermediary.
• How to develop 1031 strategies to create permanent tax free income for an investor.

How you will use it:
• Judge whether or not your transaction qualifies for a 1031 exchange.
• Determine if your goals align with the requirements of a 1031 exchange.
• Identify a truly Qualified Intermediary.

Sunday, 9:30 a.m. – 10:30 a.m.

The Answer: Achieve Success with Team Building and Investment Design
Chuck Kissee, President & CEO – Securus

What you will learn:
• How to ensure your success.
• How to build your success team.
• How to broaden your view in a world of opportunities.
• A real world case study of “The Answer” in action.

How you will use it:
• Apply what you learn for your own success.
• Build a team that works for you.
• Create “The Answer” for your specific situation.

Sunday, 11:00 a.m. – 12:00 a.m.

Diversifying Your Real Estate Portfolio
Catherine Tucker, President – Foundations First Realty

What you will learn:
• Why real estate should be included in your investment portfolio.
• What you should be considered in forming your investment team.
• How your investment style impacts your real estate investment choices.
• What your real estate investment choices include.
• Why and how to diversify your real estate investments.

How will you use it:
• Apply the knowledge to include real estate in your investment portfolio.
• Build a real estate investment team.
• Select diversified real estate investments to minimize risk.

Sunday, 2:30 p.m. – 3:30 p.m.

Intelligent Leverage Strategies: The Art of Using Other People’s Money!
Steve Rix, Executive Vice President – Foundations Financial Group

People have been using other people’s money for years, but are you really getting the most bang for the buck? This session is a MUST for any real estate investor who uses other people’s money.

What you will learn:
• 101 of Mortgage Mechanics – it’s more than you might think.
• Rate or Payment – what really matters.
• Capitol Appreciation versus Debt Reduction.
• Opportunity Cost – pay me now or pay me later.
• Be the bank – what the banks don’t want you to know.

How you will use it:
• Acquire real estate with less expense – make money going in.
• Retain real estate with more safety – make money during the hold.
• Exit real estate with more profit – make money going out.
• Utilize real estate more intelligently – make money all the time!

Advanced

Saturday, 10:45 - 11:45a.m.

Click a Mouse, Buy a House!
Craig Cottrell, President – The Real Market Experts Franchise Inc.®/ Nouveau Riche University Faculty Member

What you will learn:
• The main reasons people do not invest in real estate.
• The essential components needed to invest in real estate.
• How to build wealth through passive and active investing in real estate.
• What makes Nouveau Riche University different from the competition.
• The importance of a community to the success of an investor.

How you will use it:
• Build a portfolio of real estate to accelerate wealth creation.
• Protect your investment portfolio through diversification into real estate.
• Leverage our exclusive, proprietary investment tools to multiply your returns.
• Create multiple streams of income.

Saturday, 1:00 p.m. – 2:00 p.m.

Cost Segregation and 1031 Exchange
James Miller, Vice President/Southwest Regional Manager – IPX 1031

What you will learn:
• Cost segregation.
• How it can be used to save taxes and increase cash flow.
• Essential elements of 1031 exchanges.
• How tax 1031 exchanges can be used to increase wealth, estate planning, etc.

How you will use it:
• Apply this knowledge to make your real estate investments more profitable.
• Avoid problems when using cost segregation and 1031 exchanges.
• Develop a comprehensive tax planning strategy.

Saturday, 3:00 p.m. – 4:00 p.m.

Why Million Dollar Houses Should be as Scarce as Hens’ Teeth
Tim Berry – The Tax Academy, LLC

What you will learn:
• You will learn that with the use of the tax code rules regarding distributions of assets from IRAs and 401ks, there is no reason why real estate isn't a predominant portion of every retirement portfolio.

How you will use it:
• If you are a real estate agent, this workshop should show you how you can dramatically increase your sales volume.
• If you are an IRA owner, this workshop will show you how to dramatically lower the amount you have to pay in taxes on distributions.

Sunday, 9:30 a.m. – 10:30 a.m.

Direct Investment in Real Estate Development Process to Ensure Very High Returns
Ron Stephens, Founder & Owner – Da Vinci Properties

What you will learn:
• The high returns available from wholesale (direct) investment versus retail (indirect with middlemen) investment.
• The real estate development process and how substantial internal returns are achieved by skillful developers.
• Why the principle of blended rates allows even average developers to comfortably pay direct “equity” investors very high returns (i.e. 25%).
• Benefits of investing in fixed rate, debt oriented “equity” investment opportunities.
• How you can profit from direct investment with developers.
• Hazards of “equity oriented” equity investments or “loan guarantee” oriented opportunities.

How you will use it:
• Develop a strategy for accessing developers offering a direct, fixed rate, debt oriented “equity” investment opportunity.
• Develop the skills and knowledge to evaluate the terms of a debt oriented equity investment.
• Develop a network or “community” of private investors to jointly pursue such opportunities and where appropriate, to design a proposal for developers who are not acquainted with this method.
• Know better how to screen “straight equity” or “loan guarantee” oriented opportunities.

Sunday, 11:00 a.m. – 12:00 p.m.

IRA Prohibited Transactions and Recent Developments
Amiram Givon, Esq. – GCA Law Partners, LLP

What you will learn:
• The scope of permissible IRA investments, “prohibited transactions,” the importance of the “plan assets” rules and the steps you can take to avoid or limit their impact.
• Pension Protection Act of 2006 provisions affecting IRAs.
• Rollins v. Commissioner and its prohibited transaction implications.
• Department of Labor Advisory Opinion 2006-01A.
• Other important recent developments affecting self-directed IRAs.

How you will use it:
• The session will help you structure your IRA investments and transactions in a way that complies with applicable rules.
• This session will enable you to stay current with new laws and interpretations in planning your IRA investments.

Sunday, 2:30 p.m. – 3:30 p.m.

IRA Wealth Preservation: Using Trusts to Ensure Your IRA WEALTH DYNASTYSM
Douglas Lineberry, Attorney – Lineberry Kenney, PLLC

This session will cover estate, tax and asset protection strategies designed to ensure that your IRA becomes an “IRA Wealth Dynasty”SM that continues to grow and provide benefits to your family members years after your passing. The information is vitally important to any IRA owner (whether the IRA is invested in traditional or non-traditional assets).

What you will learn:
• Why naming your revocable living trust as the beneficiary of your IRA is a trap waiting to spring.
• How to ensure that your beneficiaries take advantage of the maximum stretch distributions allowable so that the IRA will continue to compound wealth on a tax deferred basis.
• How to pass your IRA to your family members while minimizing or eliminating the estate tax bite.
• How to protect your loved ones from losing the IRA in a divorce or to other creditors (including lawsuits and government claims).
• How to ensure that special needs beneficiaries benefit from your IRA without losing government benefits.
• How to prevent beneficiaries from losing it all from bad investment decisions.

How you will use it:
• Structure your beneficiary designations to ensure the maximum stretch distributions and obtain maximum tax deferral.
• Protect your IRA from loss to beneficiary creditors and claimants.
• Protect your beneficiaries from their own poor spending habits.
• Rest easy, knowing that you have done everything possible to protect and ensure your IRA WEALTH DYNASTYSM.

Professional

Saturday, 10:45 a.m. – 11:45 a.m.

Saving Time & Money to Make you More: A Look at New Online Tools for Investing in & Managing Residential Rentals
William A. Lederer, Chairman and CEO –Socrates Media, (CompleteLandlord.com and RentSlicer.com)

This session will cover a new powerful inexpensive online platform created by and for real estate writers, editors, attorneys, accountants, software developers, and most particularly: small-to-medium sized residential property investors, landlords and property managers. Many of the tools to be demonstrated in this session will be free online.

What you will learn:
• Where to find other like-minded property mavens online for free.
• How to price rentals and how to value rental property.
• Where to go for any real estate form and essential legal information.
• Where to go for free proven online property management software.
• How to find free and discounted tenant screens.
• Where to find helpful, inexpensive distance learning tools for property investors and managers.
• How to get regular, relevant and useful news and tips for free.

How you will use it:
• To take control of your empire and make it work for you at any hour of any day…not the other way around.

Saturday, 1:00 p.m. – 2:00 p.m.

What this Investor Wants - Balanced Advice – Compliance, Licensing & Fees
Andrew Waite, Publisher - Personal Real Estate Investor Magazine

What you will learn:
• Why investors are challenging investment advice status quo.
• What real estate investment can and cannot do.
• Holistic advice - The traded and non-traded asset advice divide.
• Compliance, advice and fees.
• Our mission is to close the gap.

How you will use it:
• Professionals – How to win, serve and keep clients better.
• How to work with traded or non-traded asset peers.
• How to get paid.
• Investors – How to find advisors and providers that understands this dilemma and delivers higher returns.

Saturday, 3:00 p.m. – 4:00 p.m.

The New Super-Charged Self-Directed Solo(k) Plan
Heather Anderson, Director of Education – PENSCO Trust Company

What you will learn:
• Discover what all the buzz is about concerning the new tax-free “Roth” feature of the Solo(k) account and how and when you should consider funding one.
• We will discuss contribution limits and general concepts, as well as the benefits of using a Solo(k) for making your alternative investments instead of an IRA.

How you will use it:
• If you are self-employed you will leave this session knowing why you should, and how to go about opening up your company’s own self-directed Solo(k) Plan for making both tax-deferred and tax-free alternative investments.

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© 2006 All Rights Reserved, Recharge Your Returns. Owner/Contact: NEXZUS Publishing, Inc.