Date & Times
October 30, 2021 @ 8:30 am - 12:30 pm
VENUE:
ORGANIZER:
The Norris GroupCutting-Edge Financial Tactics Breakfast 2021
Join us for our 11th Annual Cutting-Edge Financial Tactics Breakfast on Saturday, October 30th. Our virtual session will feature Keystone CPA, Asset Preservation Inc, uDirect IRA Services, and Barthcalderon Attorneys as we explore estate and financial planning during uncertain times.
Details
It’s been a wild ride! California real estate professionals have had one of the most exciting and profitable years on record thanks to a scalding hot market with seemingly neverending demand supported by low-interest rates. Now, as the Biden Administration looks for ways to pay for new infrastructure plans, real estate is certainly on the chopping block!
The team is back for our Financial Tactics Breakfast to share news, updates, and insider intel on how to manage risk in the year to come. Estate and financial planning in turbulent times will be our focus.Â
Join us Saturday, October 30 for this live virtual event.Â
Six experts will tackle the most frequently asked questions of 2021 and prepare you for the year to come. Topics will include:
- How inflation or relation will impact CA real estate
- Strategies to focus on in 2021 that pose less risk
- Interest rates and ongoing support to the real estate market
- Learn how to tap into a $35 Trillion pool of funds for your deals
- Leverage your SDIRA deals
- Tax saving strategies that work, in spite of upcoming changes
- How tax changes can impact your investment decisions
- Ways to extract profit from your real estate tax efficiently
Strategies for creating tax-deferred or tax-free income in real estate - And much more (of course)
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$25 per ticket
VIP Subscribers, please see email for a special offer on this event. Also, donate $200 to I Survived Real Estate before 10/30/21 and this event is complimentary.Â
Contacts:
Bruce NorrisÂ
The Norris Group
www.thenorrisgorup.com
951-780-5856 x106
Kaaren Hall
President, uDirect IRA Services
uDirect IRA Services
(866) 447-6598
udirectira.com
Keystone CPA
Amanda Han & Matt MacFarland
Keystone CPA
www.keystonecpa.com
(877) 975-0975
Dino Champaign
Vice President | Division Manager
Asset Preservation, Inc.
O (866) 857.1031 | C (310) 508.7367 | F (562) 684.0382
apiexchange.com
(800) 282.1031
Harry BarthHarry M. Barth, J.D., MBA, MSFS
BarthCalderon Attorneys
BarthCalderon Attorneys
714-704-4828
www.barthattorneys.com
