February 2, 2012 6:00 PM - 135 attended

The Essence of Estate Planning for Real Estate Investors with Lynda Sands

Del Mar Hilton (map)

Selected By: Wai-Chung

The Essence of Estate Planning for Real Estate Investors

Lynda Sands - Estate Planning for Real Estate Investors - San Diego Investment Club

with Lynda L. Sands
 

 

WHAT WE’LL COVER:

  • The “IDEAL” formula for CREATING WEALTH
  • What Seasoned Investors know about Protecting their Wealth
  • The 3 stages of Financial Life and 3 Levels of Financial Independence
  • Understanding the “FOUR CORNERS” of Estate planning
  • What Tools should you Use? Wills, Trusts, DPAs, AHCDs
  • What’s the Process, the Timeline and the Cost?
  • Do you need to do estate tax planning?
  • The 5 major Asset Protection Strategies
  • How to Integrate your RE Investments with your Estate Plan



ACCUMULATE WEALTH
vs. MINIMIZE TAXES vs. ESTATE PLANNING vs. ASSET PROTECTION


Meet fellow Real Estate Investors near you!

Come to a local Real Estate Investing Meetup to discuss properties on the market, contracts, mortgages and anything else about business, real estate, land and cash flow investing of all types.

 


All are welcome!

 

Reggie Lal

  • San Diego Investment Club FIBI
    San Diego Investment Club FIBI

    Dear fellow investors! Please don't miss the opportunity to have the Estate Planning Attorney (Lynda Sands) to review whether you are on the Right Track. You owe it to yourself if you don't setup your plans right!*(and it will cost you big $$) See you guys on Thursday night!

    Posted January 30 at 5:06 PM | 2 likes
  • Reggie
    Reggie

    This is an area that not many teach on, come and take advantage of all the info. & knowledge that will be taught by Ms. Sands.

    Posted January 30 at 6:22 PM | 1 like
  • Andrew Valdez
    Andrew Valdez

    This was a very good meeting, I learned a few new things! Lynda was very engaging.

    Posted February 9 at 8:21 AM
  • Wai-Chung
    Wai-Chung

    A friend of mine just went to the "Rich Dad" workshop yesterday. He told me that he had learned more about investing, money, business, real estate and wealth building from FIBI at $14 than the Rich Dad $3000 upsell...

    Posted February 9 at 9:51 AM
  • Bruce May
    Bruce May

    Isn't that usually the way Wai. I recently attended a 90 minute presentation that turned out to be done by New Wealth Advisors, it was the typical cheap 3 day bootcamp which I'm sure would have been followed by a heavy upsell for their $20,000 coaching.

    Posted February 9 at 10:06 AM
  • Jay Noblezada
    Jay Noblezada

    The energy at FIBI just feels different. It's fun and engaging... and you learn SO MUCH. Lynda had me at 'Hello.' She's just fantastic. I can't wait till the next Meetup! GO FIBI GO!!!

    Posted February 9 at 11:26 AM
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135 attended
5.00 5.0022 (22 ratings)
  • Event Host
    Reggie
    Investor, Lender, JV Partner, Entrepreneur, Educator., Organizer
  • Wai-Chung
    Investor, Co-Organizer
    +4 guests
    Learned a lot about Trust, Asset Protection, LLC and Durable Power of Attorney, Great Meeting and Lynda is Super Knowledgeable!
  • Melissa Day
    Lynda Sands was an excellent speaker and really drilled down this information in a way that helped people really get a grasp of the importance of estate planning. She had a great way of sharing the information in an entertaining and easy to understand way! Thanks, Lynda!
  • Jay Noblezada
    Great Meetup. Reggie and the team really know how to assemble a true mastermind of brilliant experts. Linda, you broke down Estate Planning and made it so clear for us. You're a fabulous speaker!
  • Michael Klein
    +1 guest
    Valuable information for all people, including investors. Due to some investors complexholdings, the assistance of an attorney is critical to ensure they are protected.
  • Chris
    The presentation was excellent.
  • amir
    Surf Brother's Teriyaki
    +1 guest
    Another great meet up! We had such dynamic speakers and I thought I'd never say this but way too much good content...I couldn't catch up! Don't worry most of you are probably smarter than me so you would have absorbed the material better than me! Can't wait for the next meet up!
  • Allen Newsoms
    Last night's meeting was remarkable. Lynda Sands is a very engaging speaker. Her passion and love for helping people was sincere. As usual the meeting offers and incredible value of expert information and useful advice. The networking opportunities are awesome!
  • Owen Wickstrand
    Lynda was a very good speaker. She has the experience and know how to explain a complicated subject in a way we all could understand. Bruce May's example was excellent also.
  • Frank Delsavio
    Nice event! Reggie does a great job with the intros!
  • Bruce May
    A Dir. of San Diego Investment team
    +2 guests
    Just as expected, another great meeting with real content. I picked up a few new items so it's always worth attending.
    Checked-in
  • Linda
    Great meeting.
  • James Cappelmann
    Mr. "Direct Mail"
    Always a great meeting and a great way to meet awesome people.
  • Dick Forney
    +1 guest
    Very Well Organized Presentation. Covered The Basics And Got My Attention. Thought I Knew The Basics, But Always Something New To Consider. I Am Refering My Older Daughter Lynda And Her Husband Ron To Get Acquainted With Lynda Sands For At Least A "Tune Up"
  • Kaaren Hall
    U Direct IRA's
  • Joe Lahore
    Leader of FIBI OC
    +2 guests
  • Alan
    +2 guests
  • Patrick F
    +1 guest
  • Rob Cagle
    +1 guest
  • Ryan
    +1 guest
  • Stefan Rudolph
    +1 guest
  • Darren Crawford
    +1 guest
  • Richard Worcester
    Short Sales Negotiator - 94% Success Ratio
    +4 guests
  • Reza karkouti
    Surf Brother's Teriyaki
    +1 guest
  • Tracy Manzo
    Checked-in
  • Craig Jacobson
    Internet genius
  • Eric Siragusa
    Pres. - NSDREI
    Checked-in
  • Stacy Kennedy
    +1 guest

Your organizer's refund policy for The Essence of Estate Planning for Real Estate Investors with Lynda Sands

Refunds are not offered for this Meetup.

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Financial BodyGuards - George Schmall FinancialBodyGuard@gmail.com

Be The Smart Investor

Education and Resources for Today's Investor and Reggie Lal's Blog

Reggie Lal

Check Out My Real Estate Blog - Market Update

San Diego Investment Club

San Diego Investment Club (FIBI) Real Estate Investors and Entrepreneurs

Orange County Investment Club

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Sacramento Real Estate Club - 1st Wednesday of Every Month, Northern CA

Small Business Marketing =Craig Jacobson

Find the Needs, Show up Online Searches, Prospecting, Follow-up and Sell

Surf Brothers Teriyaki (760)459-7973

San Diego Surf Brothers Teriyaki Catering

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