Next Meetup

Fundamentals of Estate and Asset Protection & Invest in real estate with SD-IRA
Fundamentals of Estate and Asset Protection & Invest in real estate with SD-IRA Moguls, Took a little time off to do have a vacation and do some traveling but now it is back to having some great events and meet some wonderful real estate investors, professionals and service providers. I am thrilled to have two great presenters who are going to share a wealth of knowledge that is relevant, useful and possibly very timely for all real estate investors. Attorney James O’Neil and Bill Neville of The Entrust Group (one of the most popular presenters) are going to be sharing a wealth of information with us. I hope that you will block out some time on your calendar to be with us. Free dinner will be provided to all. Title: The Fundamentals of Estate and Asset Protection Planning for Real Estate Investors. About James O’Neil: James O’Neil is a partner in O’Neil & Rueppel, LLP, a law firm that focuses on estate planning, administration, and litigation. The scope of his practice allows him to see how proper planning and risk management is crucial to protecting his clients’ assets so that they are available for the clients during their lives and are smoothly transitioned to the proper beneficiaries thereafter. James earned his B. A. from Oberlin College and his J.D. from the University of San Francisco School of Law in 2009. Presentation topic: James will examine the estate planning tools and techniques available to real estate investors for structuring their assets and estates so that they are sheltered from the risks presented by the investor’s incapacity, exposure to community property liability from a spouse’s creditors, third party tort and contract claims, and related federal and state government issues. Title: What you need to know to invest in real estate with a self-directed IRA Description: When it comes to self-directed IRAs and specifically investing in real estate, people have a great deal of questions. Bill Neville, Business Development Manager at The Entrust Group, will walk you through the top 10 questions investors ask about investing in real estate with a self-directed IRA. After this presentation, you’ll understand: • What is a self-directed IRA and how investors utilize this strategy • Important rules to comply with IRS regulations • The process of investing in real estate with a self-directed IRA Networking, Deal Making, Have’s and Want’s As always, we will have great networking and deal making. This is where members find capital, deals, partners, education and so much more. SAN FRANICISCO EVENT When: October 22nd 6:00PM to 9:00 PM. Where: NY Life, 425 Market St, 9th Floor, SF SAN MATEO EVENT When: October 23rd 6:00PM to 9:00 PM. Where: NY Life, 2121 S El Camino Real, San Mateo, SF (Lots of free parking) Free dinner will be provided for the folks that RSVP here: Happy Investing! Bobby Support Our Sponsors We now have seven great sponsors that help us out with our Meetups. Pacific Private Money: Nam Phan ([masked],[masked]). John Citrigno, ([masked],[masked]) Brighton Financial and Insurance Services: (Vernon Williams, [masked][masked]) NY Life: Dr. Bardia Hariri MBA, Ph.D ([masked],[masked]) Kyle Cortopassi ([masked],[masked]) The Entrust Group: Bill Neville, Business Development, ([masked],[masked] x237) you can reach out to me for more details ([masked]) Brad Katronis ([masked],[masked]

NY Life

425 Market Street, 9th Flooor · San Francisco, CA

What we're about

This group is designed for Connected Investors in and around the Oakland, Berkeley, Alameda, San Leandro, San Lorenzo, Hayward, Emeryville, and Castro Valley area. Enjoy a real estate investor networking group focused on connecting you with the local people & resources you need to take your life to the next level. This Meetup group is focused around doing deals. No educational products are being sold, but we may give you a few for free. Looking for an investment property to purchase? Join our group. Want to connect with local real estate millionaires? Make it to your meeting. Want to learn from the amazing successes and agonizing losses of real investors locally buying and selling properties each month, then I will see you at our next meeting.

Statement of purpose

To build a safe environment to learn from other investors
To create synergy and cooperation among members
To provide solutions for members’ specific challenges
To mastermind new ideas & topics to enhance personal and professional development
To enhance the market position of the members in their industry.
To operate with an abundance outlook
To increase bottom line profitability of the members’ business
To build friendship and camaraderie
To organically grow the group by inviting other like-minded investors to Connected with Investors.

We started this meetup to connect successful and new motivated investors together because we truly believe the people you associate with determine your destiny.

Come meet up with and Connect with real estate investors in your area.

What to bring: A few friends, business cards, your deals, questions about how to do your next or first deals.

Attire: Be yourself ;-)

For questions, contact us! Looking forward to seeing you soon.

Happy Investing,

Bobby Sharma and Kent Mak

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