Self-Directed IRA Seminars: Increase commissions by helping your clients purchase real estate through an IRA
Real Estate IRA Sales Niche
Whether wanting to build your business around the real estate IRA or merely pick up a few extra transactions per year, this seminar trains the realtor on the sales techniques of using the self directed IRA to increase existing business and attract new clients. In this seminar the agent learns:
How to approach existing clients with the real estate IRA for additional transactions
How to create a marketing program to attract to clients to the self directed IRA for real estate purchases
How to get in front of groups and organizations with a hot, four bullet point system to get investors excited about the self-directed IRA in 5 minutes or less
How to fill a room to full capacity for a real estate IRA seminar
Where to find free rooms for seminars and other budget minded marketing methods for the real estate IRA
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A 15 minute self-directed IRA presentation that can be used by groups of people or one-on-one with a client
Booking your event by 4/1/09 and receive a 10% discount. Contact Jenn’s office at 970-686-7757
The Real Estate IRA: How to Buy Real Estate in a Retirement Plan
The Basics: The Real Estate IRA - this 2 hour seminar, which is continuing ed approved in many states, spends time building a foundation for real estate agents on how a self directed IRA works. The topics covered include:
How is it possible to purchase real estate in a self directed IRA?
The benefits of tax deferred or tax free profits and gains by utilizing the real estate IRA
An introduction to the IRS rules that apply to a self directed IRA
A few sample case studies on how a transaction may be structured in a real estate IRA
If you would like to book Jenn or place a hold on a date for your event, please contact Jenn’s office at 970-686-7757
Intermediate: Real Estate IRA - this 4 hour seminar covers the material from the 2 hour class and adds additional information on:
Technicalities when writing the real estate IRA contract
A more in depth look at the IRS rules of Prohibited Transactions, Disqualified people, and Non-recourse loans
How a real estate IRA can partner with yourself or others
How to avoid shady real estate IRA companies.
Additional case studies of a more technical and creative nature
If you would like to book Jenn or place a hold on a date for your event, please contact Jenn’s office at 970-686-7757
Advanced: Real Estate IRA - in this intense 8 hour seminar, everything from the 4 hour class is covered in addition to:
How a self-directed IRA can take a mortgage for real estate
The additional tax (UDFI) that may be assessed to the self directed IRA for using leverage.
Additional case studies of using a self directed IRAs for notes and real estate options
If you would like to book Jenn or place a hold on a date for your event, please contact Jenn’s office at 970-686-7757
"RE/MAX Alliance exclusively utilizes Jenn’s Real Estate IRA training for our associates. Her knowledge level on self directed IRAs and entertaining presentation style keeps the agents on the edge of their seat while helping them increase commissions by creating access to client pools of money in real estate IRAs."
Chad Ochsner, Broker Owner
RE/MAX Alliance, Denver, CO
If you would like to book Jenn or reserve a date for your event, please contact Jenn at 970-420-3230
Jenn’s 2009 Calendar of Events
January 12 - Tucson, AZ
January 13 - Boulder, CO
January 20 - morning - Ft. Collins, CO
January 21 - evening - Boulder, CO
January 22 - Sacramento, CA
January 23 - Orange County, CA
January 26-29 - Phoenix, AZ
January 31-February 7 - Out of country
February 10 - Denver, CO (Private event)
February 11-13 - Miami, FL
February 18 - San Diego, CA
February 19 - morning - San Jose, CA
February 19 - evening - San Rafael, CA
February 24 - Boulder, CO
March 3-5 - Las Vegas, NV
March 10 - Colorado Springs, CO
March 11 - Encinitas, CA
March 18-20 - Denver, CO
March 26 - Loveland, CO
April 9 - Fairfax, VA
April 13 - Scottsdale, AZ
April 14 - Denver, CO
April 17 - St.Louis, MO
April 20 - Ashburn, VA
April 20 - Gaithersburg, MD
April 21 - Hockessin, DE
April 22 - St Louis, MO
April 23 - Loveland, CO
April 24 - Denver, CO
April 28 - Scottsdale,AZ
May 1 - Orange County, CA
May 7 - Portland, OR
May 9 - Ft. Collins, CO
May 11- Aspen, CO
