Put your Retirement plan to Work – for You!

 Wall Street has used your retirement money (401k plans, IRAs, Roths, etc.) as a never-ending source of funds for their investment schemes and outrageous bonuses. You can take control of your retirement money and earn 8 to 12% interest on investments that align with your tolerance for risk. Our panel of experts will tell you how to put your retirement plan to work – for you.

 For example, did you know you can invest the funds in your retirement plan in something other than stocks and mutual funds?  Did you realize that your retirement plan can purchase real estate, notes, tax liens, and even make private money loans?  You can start a side business and provide yourself with a pension plan that you control. 

 Erik Wickstrom, Llamar Baxter, and Jeffrey Hare, three experts in the field of Self-Directed IRAs explain how you can take control of your retirement plan and put it to work investing for your future.  If you haven’t started a plan, learn how to get started. 

 Walk away knowing:

• The basic rules that govern the use of self-directed individual retirement accounts
• How to set up a checkbook LLC
• How you can earn 8 – 12% in tax-deferred or tax-free returns making private loans
• Which real estate investments are allowed under IRA regulations
• How to team up with other investors and pool resources using your IRA
• Ways to leverage your funds by borrowing money with your IRA

 This will be a dynamic and interactive event, so invite your friends and associates.  And remember to register in advance for this exciting educational event!

SPEAKERS:

 Eric Wikstrom founded Integrated Wealth Strategies, LLC in 2005 to help individuals with financial planning and retirement account investment and distribution strategies.  Eric has over 25 years of corporate finance, accounting and tax experience. Eric graduated from the University of Washington with a B.A. in Accounting and holds a Masters in Taxation from Golden Gate University in San Francisco, CA.  Mr. Wikstrom is a CPA, CFP® and holds real estate,  insurance as well as NASD Series 7 & 66 securities licenses.

 Lamarr Baxter is a Business Development Representative for Entrust Administration, Inc.  In addition to specializing in self-directed retirement accounts, he is knowledgeable in residential mortgage loans for both primary homeowners and investors. He has previous experience in commercial leasing, A/R factoring, and private note loans secured by real estate.

Jeffrey B. Hare, Attorney at Law, provides outcome-oriented legal services to real estate investors, commercial and residential property owners, and real estate developers. As an land-use attorney and real estate investor, Mr. Hare provides clients with a pragmatic but thorough approach to due diligence, contract review, and negotiations.  Mr. Hare is an expert on self-directed IRAs for real estate investing and helps clients getting started with the fundamentals, including formation of LLCs, drafting operating agreements, and provides advice on how to avoid prohibited transactions. He is an affiliate member of SJREI Association.

MODERATOR:

Geraldine Barry is founder and president of SJREI, the premier educational and networking association for real estate investors in Silicon Valley. Under Geraldine’s leadership, SJREI has grown from a half-dozen investors to a vibrant three-chapter organization with over 400 investors attending monthly meetings. She has interviewed many real estate pro’s such as Bruce Norris, John Schaub, and Robert Campbell, all of whom have been guests of SJREI. In addition, Geraldine is an active real estate investor, guest host of the radio program “Going Beyond Real Estate,” a frequent guest on the nationally broadcasted NTDTV, and publisher of REI Voice magazine.