• March 4, 2014 · 6:30 PM
  • This location is shown only to members

About the meeting:

•   The “IDEAL” formula for CREATING WEALTH

•   The 3 stages of Financial Independence


•   What Seasoned Investors know about Protecting their          Wealth

•   Understanding the benefits of LAND TRUSTS

•   Learn about IRA ASSET TRUSTS and IRA LLC vs. LLC &          SOLO 401K & Roth IRA

•   Learn the TAX BENEFITS, RISKS & IRS TAX               TREATMENT for each…

•   Can you Self-Direct your way to Financial Freedom?

•   The 5 major Asset Protection Strategies

•   How to Integrate your RE Investments with your Estate    Plan

About the Speakers:

Belinda Savage may have developed her roots in the foundations of Wall Street, as an Institutional Bond Trader in the Canadian markets & Regional Operations Manager & Compliance Director for several national and regional broker/dealers, but she now has her focus on the leading growth sector: Alternative Assets for American investment portfolios, more specifically, retirement accounts. 

Ms. Savage has extensive experience and expertise within the financial markets and alternative assets- RE, Private Equity/Debt, Intellectual Property- permitting her to network with a multiplicity of professionals and associations throughout the U.S.  – NYREIA, AICPA, FPA, California Mortgage Association and REIAs in CA and New York.

Presently, Belinda serves as a Consultant - Business Development -for the management team headed by Dr. Edwin Blue, Gary Shumm and Michael McNair at IRA Services Trust, which will expand their sales and marketing efforts on the West Coast and in the major metropolitan areas of America, as baby-boomers capitalize on the Alternative Asset sector.  

Belinda G Savage
IRA Services Trust Company
Retirement Services Specialist
Alternative Assets - Compliance & Private Placements



Lynda Sands, JD/MBA, helps real estate investors structure their business and trust entities-- land trusts, IRA Asset Trusts, LLCs and IRA LLCs-- to manage and protect the assets they are working diligently to acquire. 

She helps investors structure real estate transactions to use these entities for effective buying, selling, leasing, and optioning.  Transaction structures also include seller-financing, and other creative strategies, with an eye to the best tax advantages.

Lynda has been in the practice of law and the consulting business for 35 years.  She has a law degree and a Masters of Business in Taxation.  She worked for Bank of America as a tax expert, before joining Yale University as Assistant General Counsel.  She founded her own law firm in 1980 first in the San Francisco Bay Area until 2001, and now in San Diego.  Lynda also strategizes with high net worth clients (in other words once you mad your bundle!) to design domestic asset protection trusts and to create charitable trusts and foundations.

Asset Sentry, a Legal Corporation, is her professional corporation.

Lynda L. Sands

San Diego CA





Patricia Leung has over 10 years of professional tax and accounting experience with special emphasis on real estate, private equity, and financial services industries. She has worked in supervisory and management capacities in “Big 5” and regional CPA firms, as well as in a large private equity real estate firm.  She has serviced multinational corporations, partnerships, and small businesses in numerous client matters, including complex U.S. and international tax planning and research, tax planning for high net worth executives, and tax return preparation and compliance matters.

Pat Leung

Leung Tax Consulting, Inc.

7700 Irvine Center Drive Suite 800

Irvine, CA 92618

Tel: (949)[masked]

Meeting Agenda...

For Investors By Investors Meetings follow the same general format each month:

6:00-7:00 pm: Come early for NETWORKING

7:00-9:00 pm: MAIN MEETING (including market updates, live investor profiles, a one-hour speaker presentation, and much more)

9:00 pm – On: Stay after for MORE NETWORKING



Join or login to comment.

  • Edward J. S.

    great presentation very educational, Mike Foley is always awesome

    2 · March 5, 2014

    • ADMIN OC F.

      Mike Foley "rocks" but then... so do you Mr. Synicky!!

      March 5, 2014

  • George M.

    Anyone know if the slides that were used for the presentation from the 3 ladies are available online?



    1 · March 5, 2014

  • Isabella M.

    Learned about land trusts, self-directed IRAs and LLCs. Another excellent event (and great networking, too).

    2 · March 5, 2014

  • Will

    What were the two books recommended by the "facilitator"?

    March 5, 2014

  • Sharon Z.

    Great presentation from these experts. Enjoyed it and learned many new things and especially, thank you to Pat for the easy to understand example of the long term benefits of conversion to a Roth IRA.

    2 · March 5, 2014

  • Bettina

    Great info. Thank you organizers.

    2 · March 5, 2014

  • Shayda H.

    I am so sorry I missed it due to work.

    March 5, 2014

  • Dmitriy F.

    Great meeting, as always learned something new every time I come.

    1 · March 5, 2014

  • Loren Watkins - CBMP I.

    That was a great educational meeting! My wife and I really learned a lot of information.
    Thank you,

    CBMP Inc.

    2 · March 5, 2014

  • George M.

    Great presentation and I really enjoyed learning about the different strategies. You got my wheels turning and now I'm excited to do some more research into asset protection.

    2 · March 5, 2014


    Thank you for your participation and attendance we had a great time learning powerful strategies. Thanks to Belinda Savage, Lynda Sands & Pat Leung!! You ladies ROCK!

    2 · March 5, 2014

  • Peter P.

    The blend of speakers was a powerful way to learn the benefits of each strategy taught and how to put them work! great job oc fibi!

    2 · March 5, 2014

  • Joe L.

    Great presentations by Lynda, Pat & Belinda - I learned how to integrate all strategies IRA's, Trusts with Tax benefits for my portfolio!

    3 · March 5, 2014

  • John D.

    Like to be there...But I thought it was "ladies" only??Booked already anyway!! Looking forward to the next!

    March 4, 2014

  • Drew O.

    I am also interested in how land trust work and what is the best use for them. I will pay at the door.

    March 4, 2014

  • Mona G.

    I am interested in learning about Land Trust. I will pay at the door.

    February 25, 2014

    • Joe L.

      yes pay at the door

      March 4, 2014

  • Julie F.

    I was hoping to come and see Belinda again - she rocks! - but can't get down to OC this time. Hope to make it another time!

    1 · March 4, 2014

  • andres o.

    hello! looking forward to learning from everyone tonight!

    1 · March 4, 2014

  • Bettina

    Hello, looking forward to learning some great info and network and meet new friends.

    1 · March 3, 2014

  • A former member
    A former member

    Looking forward to another great meeting and learning in real estate.

    1 · March 2, 2014

  • Cindy B.

    Me and my business partner are looking forward to getting more info on Land trusts as the $800 per LLC is steep!

    1 · February 26, 2014

  • Peter P.

    Looking forward learning about IRA Asset Trusts!

    1 · February 25, 2014


    Mona, bring your questions to attorney Lynda Sands next Tuesday!! See you then...

    1 · February 25, 2014

  • Robert S.

    I'm here a lot - if you have any conforming or private money/ financing needs. (949) 720-1544.
    See you at the meeting or call sooner. - Rob

    February 25, 2014

  • Joe L.

    Cant' wait to learn more about land trusts, self-direct my way to retirement and how to minimize my tax exposure!

    February 25, 2014

  • Will F.

    Thanks Joe and Case. I cant wait to meet every single one of you guys. See you there soon.

    1 · February 18, 2014

  • Joe L.

    Thank you Case! Yes just pay at the door & look forward meeting you Will.

    February 17, 2014

  • Case E. Vande P.

    Hey Will,

    I've always just paid at the door. I think you'll get a lot out of it. Matt, Joe, Dan and the entire group put on a great meeting. See you there.

    1 · February 14, 2014

  • Will F.

    How do I pay for the 18 dollar fee? Im new to this investing club. Thanks

    February 11, 2014

  • Darin W.

    Look forward to the next meeting and seeing Bruce again.

    January 13, 2014

114 went


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