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SCHEDULE*

Saturday, February 10, 2007
7:00 a.m. - 8:00 a.m. REGISTRATION/CONTINENTAL BREAKFAST
8:00 a.m. - 8:30 a.m.
WELCOME AND PROGRAM INTRODUCTION
Why and How to Consider Traded and Non-traded Assets as the Core of a Balanced Portfolio
 
Andrew Waite & Tom Fowler
8:30 a.m. - 9:45 a.m.
KEYNOTE: How Real Estate Fits in a Balanced Portfolio
 
Mark Bosworth
9:45 a.m. - 10:45 a.m. REFRESHMENT BREAK/TRADE SHOW OPENS
 
INTRODUCTORY
Investors and Individuals Concerned with Nest Egg Plans
INTERMEDIATE
Investors & Professionals
ADVANCED
Advanced Investors
PROFESSIONAL
Professional Advisors
10:45 a.m. - 11:45 a.m.
Investment Opportunities, Techniques and Strategies to Maximize Your Portfolio Through Alternative Assets
 
Tom Anderson
Gain an Unfair Investment Advantage: Strategic Tools for Multiplying Investment Returns
 
Tom Wheelwright
Click a Mouse, Buy a House!
 
Craig Cottrell
Saving Time & Money to Make You More: A Look at New Online Tools for Investing in & Managing Residential Rentals
 
William A. Lederer
11:45 a.m. - 1:00 p.m. LUNCH
 
INTRODUCTORY
INTERMEDIATE
ADVANCED
PROFESSIONAL
1:00 p.m. - 2:00 p.m.
Tax Relief in a Nut Shell
 
Linda A. Winslow
Invest in Notes & Mortgages for Massive Profit
 
Troy Fullwood
Cost Segregation & 1031 Exchange
 
James Miller
Balanced Advice Compliance Licensing & Fees
 
Andrew Waite
2:00 p.m. - 3:00 p.m. REFRESHMENT BREAK
 
INTRODUCTORY
INTERMEDIATE
ADVANCED
PROFESSIONAL
3:00 p.m. - 4:00 p.m.
How to Use Leverage with Your IRA to Maximize Gains
 
Matt Allen
How Investors Can Avoid Paying Tax on Real Estate Sales
 
Gary Gorman
Why Million Dollar Houses Should be as Scarce as Hens' Teeth
 
Tim Berry
The New Super-charged Self-Directed Solo(k) Plan
 
Heather Anderson
4:00 p.m. - 4:10 p.m. BREAK TO MOVE TO GENERAL SESSION
4:10 p.m. - 5:00 p.m.
KEYNOTE: The State of Real Estate
 
Steve Rix
5:00 p.m. - 6:00 p.m. RECEPTION/EXHIBITS
6:00 p.m. - 6:45 p.m. ROUNDTABLE with Dolf de Roos - The Accidental Investor
NEXT - View Sunday's schedule...
*Schedule and Speakers subject to change.

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