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  • WiscoREIA's Appleton Meeting - July 2019!

WiscoREIA's Appleton Meeting - July 2019!

  • 10 Jul 2019
  • 6:30 PM - 9:00 PM
  • Wilder's Cutting Edge Bistro


  • Have not attended a WiscoREIA Meeting previously.
  • Have attended a WiscoREIA Meeting Previously and are not a WiscoREIA Member.
  • Have a WiscoREIA Membership.

Registration is closed

Topic: Self-Directed IRA's

  • Checkbook IRAs
  • The power of building compound interest inside of an IRA. Roth vs. Traditional
  • How to qualify for a Solo 401k and the difference between it and an IRA.
  • Understanding UDFI and UBIT tax implications.
  • How to prepare your asset for liquidation if held inside of a traditional account at retirement age.
  • How to structure a deal with your IRA.
  • Understanding disqualified parties and prohibited transactions.

Speaker: Blake Safford

Blake Safford is the Director of Retail Business Development for NuView Trust. Blake's passion is spreading education on the power of building compound interest inside of a Self-Directed IRA by investing in alternative assets like real estate instead of traditional options like stocks, bonds, and mutual funds that traditional brokerages have to offer. Blake joined NuView Trust in October of 2018 and is the first ever Director of Retail Business Development for NuView Trust. Blake jumped at the opportunity for this role because he saw the incredible opportunity of a growing company and the ability to help create awareness with this incredible wealth building vehicle that a self-directed IRA can offer.

Additional Meeting Information:

Meeting Location:
Wilder's Cutting Edge Bistro 
2639 S Oneida St
Appleton, WI 54915

Wilders Cutting Edge Bistro will be open beginning at 4:00pm! Come early to network and enjoy food! We will begin check in at 5:30pm and we will start with meeting announcements at 6:30pm! You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE!

Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $20

JULY PROMOTION: Non-members are FREE for July, even if you have attended a WiscoREIA meeting before!

WiscoREIA’s Appleton Main Meeting Always Meets on the 2nd Wednesday of the Month from 6:30pm - 9:00pm!

Wednesday, July 10th from 6:30pm – 9:00pm

Hosted by:
 Jason Lund & Cory Schubert

WiscoREIA PO Box 961, Eau Claire, WI 54702

‪For inquiries, please send a message to Francesca Miranda, WiscoREIA Executive Director
(262) 229-9622‬ • membersupport@wiscoreia.com

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