Events

Wed 04 May
 04:00 PM Mountain Time

UBIT - It's a Good Thing!
Online
Register

Yes it’s true, IRAs may be subject to taxes, but only in certain circumstances. This insightful webinar, sponsored by IRA Tax Services, defines when UBIT applies and how to estimate the cost and strategies to avoid it all together. Don’t let Unrelated Business Income Tax scare you away from making more money with your IRA! Join us live to learn more about this relatively unknown topic.

Fri 06 May
 06:00 AM Mountain Time

Finding Unlisted Deals During the Foreclosure Timeline
3155 S. Vaughn Way, Radisson Hotel - Denver Southeast, Aurora, CO 80014
Register

New Direction IRA will be at IRROC's monthly meeting. During this meeting, Aaron Lebovic from RENAV Services Group will discuss how to find unlisted deals during the foreclosure timeline.
Did you know that 85% of distressed properties are not listed on the MLS? Come learn when and how you can find these secret, unlisted opportunities.
Aaron will discuss:

  • 12 strategies to find these mostly UNLISTED properties and avoid competition
  • Law changes that affect distressed owners
  • Timing is everything – when you want to get these listings/deals
  • Short sale, foreclosure, and REO Resources (where to find these mostly UNLISTED properties)
  • Preparing for an auction
  • How auctions are held
  • Search tools – find in seconds what used to take hours
  • Distressed property trends – the LOCAL numbers, stats, and shadow market

If you are looking for access to real investment opportunities with less competition, you should plan to attend this meeting!

Sat 07 May
 08:30 AM Mountain Time

Spring 2016 Real Estate Investor's Success Summit!
2105 Decatur St., PPA Event Center, Denver, CO 80211
Register

Dan Richmond of New Direction IRA will be on hand at the Pine Financial Group and Your Castle Real Estate's Spring Real Estate Investor Success Summit. New Direction IRA will have a booth and will be there to answer questions about investing in real estate with your self-directed IRA.

Some of the event higlights include:

What type of deals are working in this market 
How to make moeny investing in commercial real estate
How to rehab your rentals for huge profits
How to systemitize your real estate business to live the life of your dreams
Tons of free legal advice from our panel of experts
One easy way to save thousands on your material costs 

Wed 11 May
 05:45 PM Mountain Time

ICOR's Denver Monthly Meeting
2105 Decatur St., PPA Event Center, Denver 80211
Register

New Direction IRA will be on hand at ICOR's monthly meeting.

Agenda:

5:45pm: Doors Open & Sign-in Starts

  • Food Served
  • Vendor Marketplace
  • Open Networking

6:00-7:00pm: The Investor Lab

7:00-8:30pm: Main Meeting

8:30pm: End of Meeting / Continue Open Networking

Free to Members & First Time Guests. Subsequent meetings are $ 25.00 per individual.

Wed 18 May
 04:00 PM Mountain Time

Creative Account Strategies
Online
Register

Tax advantaged accounts like IRAs, HSAs, and Individual 401(k)s can be a major part of your overall financial strategy. Join us for a 20 minute webinar that describes some of the most effective uses of these accounts. We will discuss topics like cash flow to cover Required Minimum Distributions after 70 ½, distributing your IRA’s beach house to yourself after 59 ½, Traditional to Roth conversions, which retirement accounts can be rolled over into other accounts, generational wealth issues, and long term investments for health care expenses. Bring your imagination and any questions that you might have!

Wed 18 May
 07:00 PM Mountain Time

CAREI Main Monthly Meeting
2105 Decatur St., PPA Event Center, Denver 80211
Register

New Direction IRA will be attending this event. The monthly meeting is free for members and for non-members.

Tue 24 May
 10:00 AM Mountain Time

2 Hours of CE Credit in Colorado - Introduction to Real Estate IRAs
3360 S. Wadsworth Blvd., Broker's Guild, Lakewood, CO 80227
Register

This workshop gives the real estate professional a comprehensive understanding of self-directed IRA real estate investing. Participants will learn IRS rules and concepts that govern how an IRA acquires real estate, as well as how to use this information to increase their business. Knowledge of tax-advantaged accounts can help enhance a real estate professional’s
relationship with clients. Loren Whitney of New Direction IRA will be teaching this class.

R.S.V.P. to BrokersGuildED@gmail.com

Please note: Broker's Guild is not affiliated with New Direction IRA. Please use the above email to sign up for this class only. Thank you.

Wed 25 May
 10:00 AM Mountain Time

Introduction to Real Estate IRAs - 2 Hours of CE Credit
7111 W. Alameda Ave, Ste. O, Katchen Company, Lakewood, CO 80226
Register

This workshop gives the real estate professional a comprehensive understanding of self-directed IRA real estate investing. Participants will learn IRS rules and concepts that govern how an IRA acquires real estate, as well as how to use this information to increase their business. Knowledge of tax-advantaged accounts can help enhance a real estate professional’s
relationship with clients. Loren Whitney of New Direction IRA will be teaching this class.

R.S.V.P. to 303-237-8658. Seating is Limited to the first 25 RSVPs.


Please note: Katchen Company is not affiliated with New Direction IRA. Please use the above phone number to sign up for this class only. Thank you.

Wed 01 Jun
 04:00 PM Mountain Time

Foundations of Self Directed IRAs
Online
Register

This informal webinar will cover IRA basics and the many advantages of a self-directed IRA. Learn how you can benefit from alternative assets such as real estate, precious metals, hard money lending, etc., and take the first step to controlling your retirement!

Thu 09 Jun
 05:45 PM Mountain Time

ICOR's Northern Colorado Monthly Meeting
5542 US-34, Best Western Plus Crossroads Inn and Conference Center, Loveland, CO 80537
Register

New Direction IRA will be on hand at ICOR's monthly meeting, which is free to members and first time guests. After that, the cost is $ 25.00 for non members. Doors open at 5:45pm, with The Investor Lab starting at 6:00pm. Each month a different topic is covered.

Wed 15 Jun
 04:00 PM Mountain Time

Tips for Addressing Investment Fears
Online
Register

While there are no such things as risk-free investments, up front investigation and due diligence can help potential investors uncover and minimize their risks. Are you researching your IRA investment opportunities as thoroughly as you should be? 

Topics include: 
• What is investment due diligence and who performs it? 
• Due Diligence options for the different investment types 

Join us to learn valuable techniques for researching investments before you buy!

Tue 21 Jun
 06:00 PM Mountain Time

Pine Financial - Denver Real Estate Investors Happy Hour
5050 S Syracuse St, Garcia's Mexican Restaurant, Denver, CO 80237
Register

New Direction IRA will be attending Pine Financial's monthly Happy Hour. The event is a place for investors to network, buy/sell/trade a deal or two and learn with the best group in Colorado! The meeting is FREE and is based around networking. Have a property to sell, service to offer or just want to join the local real estate investor scene? Please join Pine Financial!

No RSVP required.  Just show up and bring some friends!

Wed 29 Jun
 04:00 PM Mountain Time

Private Equity with Your IRA
Online
Register

Have you considered investing in a private company with your IRA, but weren’t sure it was right for you? Join us for this introductory webinar on private placements purchased with tax deferred dollars, as well as the associated tax advantages. All businesses start out small at some point, but some go on to be pillars of the American Business Landscape like HP, Disney, IBM and GE. With the information in this interactive webinar, you can learn the basics of investing your retirement funds into the next potential big thing!

 

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