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
Come on out to the WiscoREIA Appleton Networking Event!
Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!
Speaker: Edwin Kelly
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: Jason Lund & Geoff Possley
Jason Lund
Jason is a real estate entrepreneur, coach, mentor and REIA partner. Jason is a partner at WiscoREIA, a real estate investor association, and a founder of DoYouNeedToSellFast.com, a real estate investment firm offering multiple investing strategies.
Jason has also founded a Coaching and Mentoring Group to educate individuals and families on how to grow their real estate investing business and how to manage life's tasks. Jason began his real estate journey in 2010 at the age of 30 with the purchase of a single family home in Green Bay, Wisconsin to buy, fix and sell.
He has flipped and wholesaled 100+ homes and has become a premier property investment firm in Northeast Wisconsin. Buying, fixing and flipping single family properties has always been Jason's preferred investing strategy, he has amassed multiple Rent-to-Own properties.
He has also successfully completed several short sale negotiations. Through his experience with real estate investing, Jason finds under performing properties with high potential and transforms them into quality homes. Creating win-win situations for all involved by providing his investors and clients secure and hassle free returns, and new homeowners with safe and quality properties they can call home.
He has also developed a solid management system that allows both himself and his clients to remotely oversee the successfully management of their investment property regardless of its location. Jason is currently focusing on different U.S. markets with a vision of single-family fix-and-flips, as well as long-term hold of multi-residential properties for lasting cash-flow.
Geoff Possley
Geoff is a part time buy and hold investor with investments in the Fox Valley and Sheboygan area. He is a full-time aircraft certification engineer for Gulfstream Aerospace in Appleton where he lives with his wife Laura and four children Carter, Madeline, Rowen and Brielle.
Geoff got started in real estate in 2005, with very little REI knowledge, when he purchased a single-family home with the plan to do a live-in flip over the next few years. After the bubble burst in 2008 his focus shifted from turning a profit to simply breaking even. This led Geoff to step away from real estate for a number of years until he discovered WiscoREIA in 2018 where he finally was able to acquire the knowledge and network that was necessary to be successful in real estate investing. His goal is to use REI as a means to retire early from engineering.
Geoff currently invests in single-family and small multi-family properties that he operates as traditional rentals as well as short term furnished rentals. In his free time Geoff enjoys camping with his family, playing golf, snowboarding, hunting, and good beer.
Additional Meeting Information:
Meeting Location:
Wilder's Cutting Edge Bistro
2639 S Oneida St
Appleton, WI 54915
WiscoREIA’s Appleton Main Meeting Always Meets on the Second Wednesday of the Month from 6:30 pm - 9:00 pm!
Wednesday, April 12th from 6:30 pm – 9:00 pm
Hosted by: Jason Lund & Geoff Possley
