How to fund your construction project using Self Directed IRAs or 401Ks
Agenda:
8:00 am
Group welcome quick discussion on the future and vision of T.A.P.
Announcement of Business Development Committee – Phil Goodwin of PNC Bank
Announcement of Marketing/Membership Committee – Annemarie Caruso of First American Title
Group Introductions – Breakout groups of 10 or less - Please keep to 30-45 seconds each. – Your name, your company, your role, any success stories within TAP, what is the most daring thing you have ever done?
8:30 am
Educational piece lead by Ryan Fischer of CamaPlan "How to fund your construction project using Self Directed IRAs or 401Ks”
Ryan will go over a just a couple different ways to fund a construction deal with the connection of an IRA you own or someone else owns.
How to turn your IRA or 401k into a bank. He will show you how to develop your own private lenders, minimize taxes, and truly unlock your IRA.
9:00 am
Meeting Wrap-up
Upcoming Events
Next breakout meeting will be an In-Person Happy Hour!!! September 2nd 4:30-6:30 – Location TBD we might do it at @ Clementine’s Stable Café again. The spot was very easy to get to with parking and a space that held us well.
Next education meeting will be October 7th at 8am