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  • October 2019 Monthly Meeting - Strategies For Achieving Your Goals

    10/11/2019 8:28 AM | Anonymous member (Administrator)

    Strategies For Achieving Your Goals 

    Join us Thursday for a two prong strategy on lending & investing real estate funds to achieve your financial goals. Kate Medina, a Senior Financial Advisor with Merrill Lynch Wealth will discuss retirement plans & wealth management and be followed by a panel of expert, local lenders who will share the scoop on how to get the loans you need to fund your deals! 

    Kate Medina - Senior Financial Advisor @ Merrill Lynch Wealth Management
    • What is an individual K retirement plan & what makes this plan different?
    • How can you borrow against your retirement funds?
    • What can a Wealth Management Adviser do for you?
    • How do you qualify to work with the wealth management department or a private banker?
    • How can I borrow against my stocks or CD's?
    Finding The Right Lender

    Borrowing is not that hard if you know how it works!  Learn how different lenders work and which is the best to accomplish your flips, long term holds or business ideas. Our panel will include      They will cover:
    • What do each of these lender look for in a borrower?
    • What loan programs do they offer?
    • What are the best loans to use for flips or long term holds and why?
    • What does the loan process involve? Documents.. Timeline..
    • What is a financial statement & do I need one?
    • What documents should I have ready?


  • September 2019 Monthly Meeting - How To Invest Your IRA And Diversify Your Retirement Savings

    09/13/2019 1:29 PM | Anonymous member (Administrator)

    How To Invest Your IRA And Diversify Your Retirement Savings

    Dean Manzettii, National Speaker & Education Specialist for Equity Trust, is flying in from Ohio to provide information on... 

    • How to invest your IRA money in real estate
    • How to use an IRA as an additional source of capital
    • What is a self directed IRA? How do I set one up?
    • How can you borrow against your IRA account?
    • How can you diversify your retirement savings in real estate and other investments
    • Learn from real-life case studies of self-directed IRA success
    • What type of self-directed IRA investments are allowable by the IRS
    • How to grow real estate profits grow in a tax advantaged environment
    • 7 types of tax-advantaged accounts

    Added  REIA Member Bonus...

    Local REIA Members be sure to stick around so Coastal REIA board member, Hannah Tew,  can take us through a tutorial on how to access the National REIA discounts you are entitled to as REIA members.


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Coastal Carolina Real Estate Investors Association P.O. Box 551 Wrightsville Beach, NC 28480
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