Topic: Your Money, Your Future, Your Way!
Real estate investing is difficult, but the rewards are massive! We’re going to make a difference in the industry, and help educate everyone in this meetup.
Our guest speaker will cover the following:
- Obstacles facing real estate investors & tax payers in general
- How to keep more of what you make
- How to use other people’s SDIRAs to fund deals
- Wholesale, PML, Rental deal structure with retirement accounts
- Leveraging real estate
- Tax-Free Family Plan – Wealth Strategy
- How to convert to roth without paying a dime in taxes
Speaker: Edwin Kelly
Edwin Kelly is America’s leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized Trust Company.
Prior to founding Specialized Trust Company, Edwin helped grow one of the largest Self-Directed IRA Custodian’s in the industry.
Edwin is an avid educator, adding value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self-Directed IRA options has made Edwin a popular and engaging speaker who is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States.
Topics he is frequently asked to speak about include:
- What the average person can do to take charge of their finances so they can stop worrying about money and can look forward to a comfortable retirement
- Little-known investment strategies that have helped people retire sooner than they expected
- Completely legal secrets to growing wealth tax-free
Specialized Trust Company is a member of RITA (The Retirement Trust Association). Edwin attended The Ohio State University and holds an MBA from Franklin University. He is the co-author of the bestselling book Leverage Your IRA. He is currently writing his next two books, The Retirement Dilemma and 7 Specialized Strategies You Can Implement to Solve It as well as The Shift.
Hosts: AJ Minaker & Shaun Tutor
AJ first became interested in real estate in 2006. After years of contemplating, he bought his first house, a duplex that he and his wife made home for four years. Since then, they have purchased additional units and begun rehabbing single family homes.
AJ lives with his wife and children in the Eau Claire area. In his spare time, he enjoys spending time with his family, working out, personal training, and he recently started coaching youth basketball. The challenge of investing in real estate is something AJ enjoys.
He is always looking to share his knowledge and to continue learning about every facet of real estate.
Shaun became interested in real estate two years ago. He has a home improvement company and investing company, where he focuses on flipping and BRRRRing real estate with his brother. Shaun and his wife, Sam, have a podcast called “Tutors of Life” where they research life, so you don’t have to.
Shaun loves business, real estate, and investing, which are the main topics he discusses on his podcast. His first company he built, started in 2017 and sold in November of 2021 to focus on real estate. Shaun enjoys spending time with his wife and dog, Mimi and taking cruises in one of his classic cars.
Additional Meeting Information:
This meeting will be at River Jams. Please enjoy food, drinks, and TIP YOUR SERVERS!
2940 109th St
Chippewa Falls, WI 54729
Members are always FREE! First-time guests are always FREE! After that, non-members are $20!
WiscoREIA's Eau Claire Meetings are always on the 2nd Tuesday of the month from 7:00 pm - 9:00 pm!
Tuesday, April 11th from 7:00 pm - 9:00 pm
Hosted by: AJ Minaker & Shaun Tutor