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How to use IRAs to Invest in Real Estate
and in Notes secured by Real Estate

— (in-person expert training seminar)

June 1, 2017 @ 7:00 pm - 9:00 pm

$20 – $44

Creative ways to fund your deals.

____ How to use IRAs to Invest in Real Estate ____
______ and in Notes secured by Real Estate ______

Expert training by Glen Martin

Thursday, June 1 ~ Training Seminar

In addition to knowing how to use your own IRA for investing, borrowing funds from other people’s IRAs is one of the primary methods for obtaining private lending (OPM – other people’s money). Private lending is the best source of funding, and virtually all successful, established investors use it for at least some, if not all, of their deals. If you are in this business as a profession, for the long haul, it is essential that you become knowledgeable about private lending. It’s the key.

* The Correct Setup for a ‘directed IRA’ for investing in real estate.
* The Correct Way to transfer funds.
* The Right Way to work an IRA with a Title Co..
* Who signs the closing documents?
* Can an IRA invest in a property with a mortgage?
* What is “unrelated business taxable income”?
* What is a “990-T Filing”?
* Can an IRA invest in a note secured by real estate?
* What happens to the income from real estate?
* Who pays the taxes and real estate expenses?
* And MORE…

Please Register – see time, place and admission fees below.
Seating is limited. It is possible for this event to sell out in advance. Earliest possible registration is encouraged in order to not miss this event. If sufficient Advance Registrations are not received, this event may be postponed or cancelled (refunds provided.)

______ Learning through training is cheaper.

About the Trainer: Glen E. Martin is CEO of IRA-Plus Southwest, and a principal and co-founder of Liberty Trust Company, Ltd. He is a graduate of Southern Methodist University School of Law, and received his BA and MBA degrees from the University of Kansas. Glen began his career as a practicing attorney. He has served as President of a financial services company that specialized in employee benefits and executive compensation, and as a consultant in employee benefits and tax consultant with two major regional life insurance companies – Southwestern Life and American General Life.

Glen has more than 25 years’ experience in the retirement and benefits field. His expertise includes IRAs, Simple IRAs, SEPs, money purchase plans, profit sharing plans, new comparability plans, 401(k) Plans, Simple 401(k) plans, Section 125 plans, HRAs and HSAs. Glen is a licensed member of the State Bar of Texas. He has been a member of various industry organizations, including the Dallas Bar Association, Employee Benefit and Executive Compensation Section, the Dallas Benefits Society, Dallas Estate Planning Council, Society of Financial Service Professionals, and Dallas Chapter of Society of Financial Service Professionals. He has been an instructor for Lorman Education Seminars, and a speaker for CFPs, CPAs and other Financial Professionals, on a variety of topics related to retirement planning.

Expert Training Seminar: ” How to Use IRAs ”
Thursday, June 1 — 7:00 – 9:00 pm
LOCATION: Holiday Inn – North Dallas,
6055 LBJ Freeway (at Preston), Dallas, Texas 75240. (MAP).
____ Admission Fee:
Advance Registration – thru May 30 – $20
Registration After May 30 and *at the door – $29
Spouses of Annual Members – half price.
*(if space is available)
________ Register Now – Click Here.



June 1, 2017
7:00 pm - 9:00 pm
$20 – $44
Event Category: