An Experience Like No Other
Mastering The Art of Real Estate Investing
Join us for the best Real Estate Investing
and Networking event in America!
January 27-29, 2023
Richmond Virginia
What's the Event About?
You want to learn about entity and deal structure for real estate, self-directed Individual
Retirement Accounts (IRAs), private/hard money lending, and protecting the wealth you
create through proper entity structure! It’s just hard to find that place. You won't want
to miss Mastering The Art of Real Estate Investing January 27-29th, 2023 at The
Richmond Convention Center. Special Guests Quincy Long (CEO of Trust Quest
Company), John Hyre (IRAattorney.com), and Ashley Cash (Board of Director at Quest
Trust Company and Family Trust extraordinaire) are some of the best minds in the
country on these topics. They are all in to give this group an amazing experience.
At Mastering The Art of Real Estate Investing, you'll learn about the benefits of using a
self-directed IRA for real estate investing and how it can give you control over your
investments. We will dive deep into strategies and case studies and demonstrate how to
grow your self-directed IRA from $6,000 to $100,000 in four years, all in a tax-free or
tax-deferred environment. Finally, we will delve into the important topic of structuring
real estate deals, a crucial aspect of successful real estate investing.
Mastering The Art of Real Estate Investing is not just about self-directed IRAs though.
Jenni Comer (of Jenni & Company residential real estate at Compass) will give her
unique perspective on how real estate agents can become real estate investors and
share her own successes as an investor. Other guest speakers will talk about longevity
as a real estate investor, building your business to survive, how to organize your books
and what opportunities lie ahead for real estate investing.
Helping you identify and find your people will be an enormous focus of Mastering The Art
of Real Estate Investing. It will be a great opportunity to network with other real estate
professionals, easily and by design, giving you the opportunity to build valuable
relationships in the industry, both locally and nationally. And, of course, we'll make sure
to have some fun along the way.
After you accumulate wealth, protecting it and then passing it down to the next
generation intelligently becomes a focus. Mastering The Art of Real Estate Investing will
have many educational components that focus on legacy planning. Real estate
investing can be a powerful tool for building a lasting legacy for yourself and your
family. But it's not just about passing your wealth to the next generation - it's also about
preparing them to receive it. This seminar will provide valuable insights and strategies
for ensuring that your legacy is in good hands and will be used wisely. I can't wait to tell
you about The Lennon Family Bank.
One of your goals at Mastering The Art of Real Estate Investing should be to do at least
one deal at the event. Every attendee will be encouraged to put both the 'things you
need' and the 'opportunities' you have on a 'Deal Board.' This includes a house to fund,
funds that you want to lend, a service you can provide, a note you want to sell, in need of
a property manager, you are a property manager, etc. You will learn the five components
necessary to do a self-directed IRA deal: 1) Money or access to money, 2) Deals or
access to deals, 3) Knowledge of the rules, 4) Knowledge of the techniques, and 5) Your
network. Find your people at the seminar and get it done!
Along the way, we will raise some money for charity.
I hope to see you at Mastering The Art of Real Estate Investing.
The Conference will have three clear objectives
Building Your network
Investing, and particularly self directed IRA investing, is a team sport. Most real estate conferences ignore this fundamental truth. One of the main objectives of this conference will be fostering a community.
We will kick off Friday evening, before the educational portion of the conference begins, with a party at my house.
We will play large social games that give you an opportunity to know fellow investors throughout the weekend.
We will create a ‘Deal Board’ where we will ask everyone to post something they can offer and something they need, then help facilitate everyones objectives.
We will raise money for a charity with a live auction on Saturday.
To facilitate getting to know others, we will help connect interested out of town participants with willing local investor hosts to stay with. The conference will be focused on expanding your network so you can find like minded investors to do deals with.
how to grow your small dollar IRA in 4 years
Education on specifically how to grow your small dollar IRA to $100k in 4 years. You need five components for a self directed IRA real estate transaction.
Money or access to money
Knowledge of the self directed IRA rules
Network. You will have all five components when you leave on Sunday.
Deals or Access to Deals
Knowledge of Investing Techniques
You will have knowledge of all five when you leave Sunday.
FAMILY LEGACY
How to protect your wealth and responsibly pass it down to the next generation.
Due diligence on deals and fellow investors.
Understanding the paperwork of your transactions.
Understanding what paperwork is needed for your transactions.
Family trust’s.
Raising your kids to be financially literate.
Building your business to survive the ups and downs.
Setting up and maintaining your financial books
How to involve the next generation in your business today.
Don't miss this Opportunity!
$399/per person
$199/additional for partner/spouse
Friday night we will start off the event networking at my house. I will cater dinner and have an open beer/wine bar ($25 per person).
The Event Agenda
Day 1
January 27th, 2023
5:00pm Dinner at Rich Lennon's House
Friday night we will start off the event networking at my house. I will cater dinner and have an open beer/wine bar ($25 per person).
Day 2
January 28th, 2023
9:00-9:30 Introduction:
-Factors Affecting Wealth Accumulation.
-The Big Five: Money or access to money, deals or access to deals, knowledge of the rules, knowledge of investment techniques, network.
-What is the difference in real estate investing inside and outside IRA by the numbers.
9:30-10:15 Buying Real Estate in an IRA, Disqualified Individuals, Prohibited Transactions
10:15-10:30 Break
10:30-10:45 Testimonials
10:45-11:45 Growing Small Dollar IRAs to $100k in four years
11:45-12:45 Lunch provided for you12:45-1:00 Testimonials
1:00 - 1:45pm Entity Investing
1:45 - 2:15pm Private Money Lending
2:15 - 2:30pm Break
2:45 - 3:45pm Panel Discussion
3:45 - 5:00pm Charity Auction
5:30-7:00pm Dinner
7:00-9:00pm IRA Confessional with Friar Quincy Long, John Hyre and Rich Lennon
9:00 - 10:00pm open bar and networking
Day 3
January 29th, 2023
9:00 - 9:30am Introduction to Day 2
9:30 - 10:15pm Buying Notes in an IRA
10:15 - 10:30 Break
10:30-10:45am Testimonials
10:45 - 11:15am $100k in your account lending money at 30%
11:15-12:00pm - Solo 401ks
12:00-1:00pm Lunch Provided for you
Afternoon of all the paperwork:
1:00 - 1:45pm Land Trust, PPT, Certificate of Trust, Title, Purchase Contracts
1:45 - 2:15pm Paperwork with Quest IRA
2:15 - 2:45pm Avoiding the Fees at Quest - Checkbook IRA
Break Out Session Topics:
1. Building a Family Legacy Through Family Trusts - How to pass down wealth to future generations
2. The Lennon Bank - Raising financially literate children
3. Due Diligence - What is it, and how do you achieve it
4. How to Build a Battleship - How to build a real estate business that can survive
5. How to set up your books - From bank accounts to quickbooks, how to get started
6. How to support, and get support, from your entrepreneurial partner
7. Revocable Living Trusts
Sign me up!
