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Leveraging Your Retirement Plan with Real Estate

with... Robert Salamone

Want to retire with $1,000,000.00 in your retirement account?

Wednesday, September 11, 2019

Maryland Heights Community Center
2300 McKelvey Road
Maryland Heights, MO 63043
Robert M. Salamone is the Principal Plan Administrator and owner of The Phoenix Plan Administration Services, LLC. He has been in the financial services industry since 1982. In the early years, Robert trained small business owners in the areas of budgeting, cash flow management, financial record-keeping, and strategic financial planning. He became registered as a Series 7 licensed financial advisor in 1997 and established his current company in 2007 as an option to clients seeking an alternative to traditional custodial and trustee providers. In 2018, Robert established The Phoenix Real Estate Partnership II, LLC to provide a pooled asset investment vehicle his clients could use to begin directly investing in real estate projects in the St. Louis area.

Join us as the following topics will be discussed:
-Self-Directed Retirement Plans Versus Traditional Retirement Plans
-Benefits To Adding Residential And Commercial Real Estate To Your Portfolio
-Increasing Your Portfolio’s Purchasing Power Using Non-Recourse Financing
-Managing The Dreaded UBIT Tax
-Strategies To Maximize Returns On Excess Uninvested Capital
-Q&A Session

Networking starts at 6:00pm
Meeting starts at 7:00pm

Members:
Free
Non-Members:
$30.00

Print a FREE Guest Pass

Never been to a meeting before? First Time Guests can attend their first meeting for Free with a complimentary Guest Pass.


Date: Wednesday, September 11, 2019
Time: 7:00 PM - 9:00 PM
Sept
11

Location:
Maryland Heights Community Center
2300 McKelvey Road
Maryland Heights, MO 63043

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Heartland REIA
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  • 1826 Port Ln
  • Worden, IL 62097

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