Engaging Client Networking Opportunties

Thanks to all our clients who turned out to our cookout this past weekend on August 3rd, despite some foreboding weather. While our event did start with a bit of rain, in 15 minutes it was all clear and the temperature was much cooler after the sprinkle.

We had a great time catching up with our clients and getting to hear about their newest endeavors, and hopefully they were able to connect with a few like-minded individuals over burgers and live music from Keith Eaton.

collage-01Every quarter we strive to bring together client networking opportunities, from more formal dinners after work with engaging speakers to casual weekend networking cookouts. Not only does it give clients a chance to get together with other self-directed investors, but it gives us the chance to actually meet the people behind the paperwork we process.

The rain might have deterred some from joining the recent festivities, but don’t worry there is an even bigger opportunity on the horizon – our second annual alternative investment symposium, Planning for Prosperity. Last year, we brought in a mix of national speakers and local experts to discuss different aspects of alternative investing including syndication, hard money loans, tax deed investing, and more. With more than 125 attendees all asking for more, we knew we had to do it again.

For 2014, we’re flying in the hosts of The Real Estate Guys radio show, Robert Helms and Russell Gray, who have been offering real estate investment advice on air since ’97 with a downloadable podcast garnering tens of thousands of listens. Joining these great guys is the self-proclaimed Pitbull of hard money lending, Leonard Rosen, who was so well-received last year we invited him back again. We are also bringing in experts on angel investing, checkbook control IRAs, and more.

This is a jam-packed, day-long seminar you won’t want to miss, so remember to sign-up today as early bird pricing will only be in effect until Sept. 15th (prices will increase from $99 to $129 on 9/15). All proceeds from P4P will be donated to the Hero Games charity event, which is fundraising for the Wheelchair Foundation.

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