First Event in Our Corporate Office
We are excited to announce Sense Financial Services’ first event at our new corporate office in Yorba Linda! The event will take place on Saturday, October 6th 2012 from 10:00 am to 12:30 am in the upstairs conference room.
Sense Financial Services is a boutique financial services firm. We help clients gain control of their retirement funds and diversify their retirement accounts. We believe that no one cares about your financial future as much as you.
First event highlights
Our first event will highlight retirement vehicles such as the self-directed Checkbook IRA or Solo 401k.
You can move all or just a portion of your traditional IRA holdings to one of these vehicles to accomplish the following:
- Access your retirement funds to make the investments you want, when you want
- Make investments quickly without delay, as easily as writing a check
- Diversify your retirement portfolio out of the stock market
- Take a loan up to $50,000 from your retirement account
- Shelter up to $55,500 of your income (for you and your spouse)
- Enjoy tax-deferred growth on your investment
Bonus presentation
Our first event will also include a bonus presentation on “How to Analyze a Real Estate Investment.”
How do you determine a good real estate investment vs. a bad one? There are many different factors that you must look at in order to narrow down your search. In this in-depth presentation, you will learn how to calculate the following:
- Monthly net cash flow
- Annual cash on cash returns
- Total return on investment (ROI)
- How much to put down
- Cap rates, rent-to-price ratios, and more
You’ll also learn how to research the area and neighborhood:
- Top online resources to use and ones to avoid
- How to talk to realtors and property managers in the area
- How to obtain economic data on the city and neighborhood
- How to find rent comps online
- How to accurately determine the value of the home
Don’t be unaware of the options that allow you to gain control and diversify your retirement funds. Join us at our upcoming event!