Webinar Recordings
Thank you for your interest. Please click on the webinar title below to watch the recording:
Top Tax Secrets for the Successful Investor
July 16, 2024
During this presentation, Tony Watson of Robert Hall & Associates presents real life tried and true tax strategies used in the real estate industry. You will be able to use these tips and tricks to navigate through 2024, so you can retain more of your real estate wealth into the next decade!
Self-Directed IRA and
Solo 401k Q&A Session
July 1, 2024
Dmitriy Fomichenko, the founder and president of Sense Financial and Brett Synicky, Solo 401k and SD IRA consultant at Sense Financial, answers question from investors regarding Solo 401k and Self-Directed IRA’s. Dmitriy holds a designation of Certified IRA Services Professional from the American Bankers Association and he has taught hundreds of investment seminars.
Unlocking Multifamily Gold: Insider Secrets to Value-Add Strategies
June 26, 2024
Invest Wise, Multifamily Syndicator and Real Estate investor, Scott Kirchner discusses the value add strategy in multifamily. He covers the principle of it, what physical work can be done and how it will drive value through increased NOI.
Introduction to
the Self-Directed IRA and Solo 401k
May 30, 2024
Watch a brief introduction on the two most popular self-directed retirement accounts: the Checkbook IRA and Solo 401k plans. Remember, absolutely no one cares about your financial future as much as you do! Now is the time to take control and seek proven investments outside of the status quo offerings of professional asset managers that limit growth.
Empower Your Financial Future: Mastering Self-Directed IRA and Solo 401(k) with Checkbook Control
May 16, 2024
Discover the major differences between Solo 401k and a self-directed IRA. Listen to Brett Synicky, Solo 401k Consultant at Sense Financial, explain the major benefits that Solo 401k has over an IRA from the contribution limits, and more!
Self Direct Your Retirement into Alternative Assets: A Due Diligence Approach to Syndications
May 15, 2024
Co-host Lane Kawaoka, president of The Wealth Elevator will be sharing the top items to look for when performing due diligence before choosing which syndication to invest in. Brett Synicky with Sense Financial will be sharing how to use your IRA/Solo 401(k) funds to invest in alternative assets like Syndications.
Powerful Tax Saving Strategies for Real Estate Investors
April 3, 2024
Don’t miss out this opportunity to hear from Amanda Han and Matt MacFarland, from Keystone CPA, INC, to learn and understand powerful tax saving strategies for real estate investors. Learn how to maximize your tax deductions, income shifting strategies for the savvy investor, and secrets behind the short-term rental tax loophole.
The Power of INC: Tax Savings During Times of Economic Uncertainty
February 15, 2024
In this presentation, Tony Watson of Robert Hall & Associates will help you understand how you can best protect your assets and achieve tax advantages through incorporating. Whether you are an investor or an agent, you will be able to use this important information to best protect your real estate investments and potentially save on your taxes well into the next decade!
Solo 401k The Ultimate Retirement Plan
January 25, 2024
A Self-Directed Solo 401k – the ultimate retirement plan, is an essential part of your tax planning and retirement savings strategy. Listen to this webinar to hear from Brett Synicky, a Solo 401k Consultant at Sense Financial, to learn how you can save on taxes and learn about the benefits that this plan has to offer.
Solo 401k Contributions Clinic
December 11, 2023
Not sure how much to contribute to your Solo 401k? Wondering about 2023 contribution deadlines? Watch our Contributions Clinic to learn how much you can contribute to your Solo 401k, how many different types of contributions can you make, when the contributions need to be made by and more!
Wealth Retention Through Proper Year End Tax Planning
November 14, 2023
As we approach the end of 2023, now is the time to take charge of your financial future by applying the best tax-saving strategies. Watch this recording so you don’t miss an invaluable opportunity to gain actionable insights. This talk will allow you to make informed decisions that accelerate your wealth and lead you towards financial freedom through tax savings.
Obtaining Checkbook Control Over Your IRA
October 31, 2023
If you want more control over your retirement funds, the right account structure may be a Checkbook IRA also known as IRA LLC. You can write checks for investments, pay bills and other costs that are related to the investments from your retirement funds with checkbook control. This account structure is the top choice for many investors who want the ability and ease to invest on the spot with no hassle or wait.
Trust Deed Investing: Building Wealth with Integrity, Dedication, and Transparency
October 25, 2023
Val-Chris Investments has channeled over $3 billion dollars into trust deed investments on real estate property. This form of investment, offers minimized risks compared to other investment vehicles available in the market. Dive into the world of trust deed investments with a company that stands firmly on three core pillars – Integrity, Dedication, and Transparency.
Mortgages, Trust Deeds, Notes and Private Lending
October 03, 2023
Elevate your real estate education and broaden your investment opportunities in this session focused on Making Money Lending Money. You, and your retirement account, can become the bank and safely lend to experienced professionals in a truly passive, real estate secured, pure cash-flow scenario.
Alternative Investment Due Diligence
September 20, 2023
Guest presenter, Chris Carsley with Kirkland Capital Group, presented on “Alternative Investment Due Diligence.” Watch this webinar for an eye-opening exploration of the critical aspects of due diligence. Discover the ins and outs of various types of due diligence, including economic, investment, business, and operational. Gain invaluable insights into the non-negotiables that industry professionals swear by when it comes to making investment decisions.
Chat with the Banker-
Non-Recourse Loans
August 2, 2023
Ryan Hughes with Titan Bank is a visionary bank EVP, coach and strategic solutions provider who excels in multiple industries. He will help you understand more about non-recourse loans. Find out why you would need a non-recourse loan, what you should look for in a property, what structures are available and more!
How to Successfully Build a Property Rental Retirement Plan
July 25, 2023
Discover the secrets to build a cash flow rental retirement plan! This webinar was hosted by Sense Financial and featured a guest speaker, Sensei Gilliland with Black Belt Investors. Learn the benefits/practices for building cash and wealth with rental properties in this information packed webinar
How to use Your IRA and 401k to Invest in Real Estate
July 24, 2023
Learn how you can use your IRA or 401k to Invest in real estate. Discover the different options and how you can benefit from these accounts by saving money.
How to Protect Your Wealth and Keep More of What’s Yours
July 19,2023
Whether you’ve just acquired your first rental property, or have been an avid investor for some time, understanding the different ways to protect your assets should be top of mind. This is never a cut and dry decision, though, as it’s important to understand which is right for you, it’s benefits, drawbacks, and everything in between.
Investing in Trust Deeds Using Your IRA or 401k
July 18,2023
Trust deed investing is an extremely valuable addition to any portfolio, with numerous benefits and an acceptable risk amount. Since all investments are secured with real-estate property, there will always be collateral in place to protect against loan defaults. Self-Directed IRAs and Solo 401(k) are an ideal solution. You can move all or just a portion of your traditional IRA or 401k holdings to a self-directed retirement plan.
Self-directed IRA LLC : How to Gain
Checkbook Control over Your Retirement Plan
April 8th, 2023
In this webinar, you will learn about the self-directed IRA LLC and how you can bypass the custodial requirements to invest at your free will.
Real Estate Tax Strategies to Supercharge Your Wealth Building
March 29, 2023
If you want to learn ways to maximize your tax deductions as a real estate investor, how to avoid the #1 most common tax mistake made by real estate investors, learn more about the real estate professional and short-term rental tax loopholes, watch this webinar!
How to Navigate the Banking Crisis and Come out on Top
March 24, 2023
Dmitriy Fomichenko and a special guest speaker Kreighton Reed EVP of Solera National Bank, discuss the banking crisis and what can be done to keep your deposits safe. They discuss how to know if your bank is healthy, how to know if your solo 401k and IRA funds FDIC insured and what questions to ask your bank to gauge its health.
Demystifying Non-Recourse Loans with Solera Bank
March 2, 2023
Leverage your self-directed IRA or Solo 401K to build your rental real estate portfolio! Many who are new to real estate investing through retirement IRA or Solo 401K often have a hard time getting into a rental property because they don’t have enough funds in their retirement account, or they cannot find a lender who can do non-recourse lending to IRA or Solo 401K.
How to Build a Profitable, Scalable and Sustainable Rental Property Portfolio
February 9, 2023
Building your rental property portfolio in a scalable and sustainable way is crucial for success, and it all starts with the very beginning. Many who are new to real estate investing often focus on the small, insignificant details while overlooking what really matters in the long-term 10–20-year horizon. Learn how to set up your real estate investing for success with proven techniques that have worked for millions of people.
How to Profit by Investing in RV Parks & Mobile Home Parks
January 19, 2023
Do you know about the only real estate asset type that has an increasing annual demand and a decreasing annual supply? Or the real estate asset that saw a five-fold increase in new clients as a result of COVID? Hear from commercial real estate fund manager, Paul Moore as he discusses why his Wellings Capital fund pivoted from investing in multifamily to focus on mobile home parks, RV parks, and more.
Use it or Lose it: The Countdown for Year-End Tax Planning Begins…
December 6, 2022
Where did the year go? With 2022 coming to an end, are you prepared from a tax strategy standpoint? It’s no secret that saving taxes accelerates wealth and compresses your time frame towards financial independence. But what are the best strategies to accomplish this? And when should it be implemented?
Making Double Digit Returns with Real Estate
March 24, 2016
Have you been dreaming of making big money from buying and selling houses, building substantial streams of cash flow from income-producing real estate, or just enjoying better profits from the real estate investing you have already been doing, and in less time?
How to Invest in High Quality Commercial Real Estate
December 8,2015
Learn how to get started in commercial real estate investing. This webinar discusses fractional ownership of quality, recession-proof commercial properties and why these consistent, low-risk investments are great for self-directed retirement accounts.
The Importance of Year End Tax Planning
November 10,2015
Tax planning is an important process for investors. Find out the best tax-saving strategies from one of the most trusted tax experts and learn how you can maximize your profit and pay less in taxes.
Leverage Your IRA Investment With a Non-Recourse Loan
August 18,2015
It is possible to leverage your real estate investments within an IRA or a Solo 401k account, but only with non-recourse financing. Watch this webinar to learn all about non-recourse loans, their terms and requirements, and how you can use this important leverage opportunity to finance your investment.
How to Become the Bank
and Collect “Mailbox Money”
August 5, 2015
Have you ever dreamed of “becoming the bank” and earning passive income? Watch this webinar to learn how you can become a private lender and collect steady payments to your account.
Building Wealth with Passive Investments
January 12, 2015
Want to invest in real estate but don’t want to take on landlord responsibilities? In this webinar, we will look at passive investments that offer passive investments that can accelerate your wealth building.
