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P4P Keynote Speakers: Scott Carson, Merrell Bailey & More

September 6, 2016

Planning for Prosperity will be here in a few short weeks and we’ve been gearing up for the big event by sharing information about our guest speakers and the topics that will be covered. In the weeks prior, we’ve featured The Real Estate Radio Guys as well as Jamie Smith (author of Trailer Cash) and Bryan Mick (due diligence attorney). Today we have three exciting keynote speakers to share with you and a bonus freebie if you purchase tickets this week only!

DEAL OF THE WEEK – Register Now and get a FREE download of Scott Carson’s eBook “How to Buy Real Estate for 40% Off”!*

Scott Linked INScott Carson – Founder and CEO of WeCloseNotes.com

WeCloseNotes.com is Texas based real estate investment company that focuses on buying pools of distressed assets on residential and commercial properties directly from banks and hedge funds. Scott specializes in finding non performing notes and purchasing these notes for their portfolio.

Scott has been in the mortgage, finance, and banking industry since 2001 and an active real estate investor since 2002. He has been actively buying notes on residential and commercial properties since 2005. Scott  is a featured speaker and educator at dozens of investment clubs and real estate workshops across the country.

Areas of Expertise:

  • Distressed Debt Expert
  • Non Performing Notes
  • Raising Private Money
  • Short Sales, Defaulted Paper
  • Residential and Commercial Investing
  • Real Estate Investor, Entrepreneur
  • International Speaker, Educator & Author

Watch Scott Carson’s video on Virtual Note Buying For Dummies.


maryMerrell Bailey, Esq. CPA MBA MSTax MSAcctg

Mary Merrell Bailey, Managing Partner at Your Caring Law Firm, is a recovering CPA who practices solely as an attorney in the areas of estate planning, probate, trust administration, guardianships, business succession planning and asset protection. Merrell’s clients are uncommonly attractive and have a great sense of humor. The special needs of the elderly are high priorities to Merrell, who has six college degrees, including a J.D. from Barry University (Valedictorian of graduating class; Law Review; Faculty Professionalism Award); M.S. Accounting; M.S. Taxation; M.B.A.; (all UCF).

Merrell is Vice-Chair of the Board of Trustees of the National Endowment for Financial Education, a member of the Dean’s Advisory Council at the UCF College of Business, and a 2012 inductee into the UCF College of Business Administration’s Hall of Fame. Merrell is an alumna of Pi Beta Phi sorority, rowed for UCF’s women’s crew team, and currently rows at the Orlando Rowing Club.

Areas of Expertise:

  • Probate
  • Estate Planning
  • Wills & Trusts
  • Asset Protection
  • Guardianships
  • Elder Law


 Jason DeBono HeadshotJason DeBono – Vice President of NuView IRA, CISP, SDIP

Jason has been working in the self-directed IRA industry for over a decade and currently serves as the Vice President at NuView IRA. For the past few years, he has focused his efforts on the Institutional Solutions department, which provides services to clients who work through advisor relationships and private investment sponsors.

He has appeared as a guest speaker across the country for various Advisors, Investment Sponsors, Attorneys, CPAs, and Real Estate Professionals to actively educate and raise awareness about the power of holding alternative assets within retirement accounts.

Areas of Expertise:

  • Rules and Regulations of Holding Alternative
  • Investments in an IRA
  • Advanced Prohibited Transaction Rules
  • Unrelated Business Income Tax (UBIT) Applications
  • General Broker/Dealer/Advisor Requirements for Holding Alternative Assets

If you haven’t done so already, register now for Planning for Prosperity 2016 to gain a wealth of knowledge that will equip you for retirement success. We look forward to seeing you there!

*You will receive a FREE download of Scott Carson’s eBook “How to Buy Real Estate for 40% Off” via email after purchasing tickets this week only!