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• Meeting: Year End Checklist

  • When
    December 10, 2019
  •  
    5:30 PM
  • Location
    Fayetteville Courtyard Marriott
  • Registered
    6 registrants

  Register

  In the midst of holiday hustle and bustle, it's easy to forget that year-end is only a few weeks away.  That means here are only a few weeks to determine if there are any strategic changes you need to make in your investment portfolio.

  We've put together a Panel of Pros to offer some suggestions for year-end tasks that could save you money, enhance your portfolio and show you how to make those changes so they count for 2019 and prepare you for greater success in 2020. 

  Brian Fleming is an accountant with CPA firm Vantine Barrett & Van Winkle, a tax specialist and an investor. He advises investors and small businesses on tax, accounting and keeping track of their investments. Blending accounting and investing experience, he's the guy we want to talk about year-end tasks and opportunities. 

  Victor Velazquez has spent many years in NWA helping investors protect their assets. A seasoned title officer with our old friends at Advantage Title, he opened his own firm, Natural State Title, in 2018. An investor himself, Victor understands the world of REI.

  Charlie and Elizabeth Adams have been investing and now developing real estate for 20+ years. They have carefully crafted and honed systems and financial reports that keep their investment strategy on track and highlight new directions and opportunities for future expansion.  

  Our panel will answer your questions and explore: 

  • Financial info you'll need to make informed decisions
  • How to change title of your assets for maximum value
  • Year-end tasks to keep your taxes low and returns smooth 
  • How last year's performance can lead to next year's goals

  Join our panel for an informative discussion and thought provoking ideas for keeping your portfolio healthy and your goals realistic. Pick the brains of our seasoned panel and hear how to make changes necessary to meet your investment goals before it's too late.

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• December Rookie Nook: Just Us This Month

  • When
    December 26, 2019
  •  
    5:30 PM - 7:30 PM
  • Location
    San Miguel Mexican Grill
  • Registered
    Be the first

  Register

  If you're a Rookie Investor who hasn't yet "pulled the trigger" or just getting started, you'll enjoy this friendly group that gets together to network, share projects and learn from each other. 

  Yes, it's the day after Christmas, but we missed our Rookies last month because of the Fabulous Vendors Expo. Our members love networking and we love getting together with them. So if you're ready to get out of the house and back to the  real world, join us for all things real estate investing! 

  We can talk about whatever you'd like, but here's a few thoughts that have been on my mind: 

  • Have you noticed a slow down in the market?
  • What last minute concerns do you have for year end?
  • Getting motivated in the New Year!
  • What's Your Plan?

  The "Just Us" programs we've had in the past have turned out to be some of the best meetings of the year. Our members are friendly, willing to share what has worked for them and what hasn't. Here's a wonderful way to expand your personal network, hear tips for getting started and building your team.  
  

  Join us as we talk about how to get started with real estate investing.  Network with other investors and meet some investor-friendly businesses. While you're at it, enjoy a great dinner at San Miguel's Mexican Grill. See you there!  

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• Rich Dad Poor Dad's Cashflow Game in Siloam Springs!

  • When
    December 29, 2019
  •  
    3:00 PM - 6:00 PM
  • Location
    Jim's Razorback Pizza, 2125 E Main, Siloam Springs
  • Registered
    Be the first

  Register

  

  It's never too soon to start learning about money!  Debt!  Risk!  And what it takes for Success!

  Ever felt like you're in a Rat Race?  No time or no money and working for everyone but yourself?  Cashflow 101 was created by Rich Dad Poor Dad's Robert Kiyosaki to help you battle your way out of the Rat Race by acquiring property, stocks and businesses. 

  You'll start in a typical 9-to-5 job (that's not the fun part) and embark on a journey to build up an arsenal of assets that will propel you onto the Fast Track where real wealth is built (the fun part).  You'll learn: 

  • What is good income and bad
    
  • The difference between an asset and a liability
    
  • What's good debt and bad debt
    
  • Active vs passive income
    
  • How you truly feel about risk, debt and money
    

  Everyone is welcome; membership is not required to play. Games typically last 2-3 hours. 

  If you're ready to become wealthy and financially free, this game is for you.  Bring your sense of fun and a friend.  For more information, call Kathleen at 479 601-3472. 

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