Events
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Wealth Unleashed: Take Control of Your Retirement Funds
March 20, 2025 10:00 AM
No one chooses to retire poor, or even with just the essentials to get by. Yet millions of Americans miss the opportunity to change the course of their financial future because they don't know their options. It's time to arm yourself with the facts!
Statistically, nearly half of all retirement account holdings are invested in mutual funds managed by professional investment advisors. Unfortunately, about 80% of all mutual funds historically have underperformed the stock market after accounting for the heavy fees charged by actively managed funds. For the small percentage of investors who manage to beat the odds and enjoy better-than-average growth in their investments, the IRS waits on the horizon to collect its chunk of the profits.
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.
Self-Directed IRAs and Solo 401(k) are an ideal solution. You can move all or just a portion of your traditional IRA holdings to a self-directed retirement plan.
Learn how to:
- Diversify your retirement portfolio into real estate, trust deeds and more!
- Access your retirement funds to make the investments you want when you want
- Make investment decisions quickly and without requiring custodial consent
- Save on high annual custodial fees
- Obtain "checkbook" control over your retirement account
- Prohibited transactions
- Understand financing options to leverage the money inside your retirement account
Join this webinar to hear from Brett Synicky, SD IRA / Solo 401k Consultant at Sense Financial Services LLC, to learn how you can be in control over your retirement account!
The event will be introduced by Charles Averhart-Collins, who will welcome Robert Hall & Associates clients and set the stage for this enlightening discussion.
Previous Events
Unlocking Real Estate Potential: A Deep Dive into Tenants in Common
Jan 29, 2025 10:00 AM
Are you a real estate investor in Southern California looking to navigate the complexities of shared property ownership while maximizing returns? Are you ready to explore strategies that ensure your investments align with your family's long-term goals? Join us for an exclusive webinar featuring Will Tiao, Founder of Tiao Properties. This session will delve into the fundamentals and advanced strategies surrounding Tenants in Common (TIC) ownership. Gain valuable insights into managing shared property investments and learn how to minimize risks while maximizing rewards.
A Virtual Panel Session How to be a Successful Real Estate Investor!
Feb 11, 2025 10:00 AM
(This is a rescheduled event from January due to the LA wildfires)
Mark your calendar for February 11th and join us for an immersive virtual panel session featuring industry leaders at the forefront of real estate. Our diverse panel includes seasoned Tax Advisors, a Cost Segregation Specialist, a knowledgeable Lender/Mortgage Specialist, and a Landlord Advocate, all ready to share invaluable insights on how to thrive as a real estate investor.
Explore a spectrum of real estate investment strategies as our panelists tackle the intricacies of the market. From avoiding potential pitfalls and understanding tax consequences to uncovering investment opportunities, this virtual summit offers a comprehensive exploration of the real estate landscape.
Best of all, this knowledge-packed session is absolutely FREE to attend! Seize this golden opportunity to learn from industry experts and enhance your path to real estate success. Reserve your spot now and make 2025 the year you master the art of real estate!
A Virtual Panel Session How to be a Successful Real Estate Investor!
(CANCELED DUE TO LA WILDFIRES)
Jan 8, 2025 10:00 AM
Mark your calendar for January 8th and join us for an immersive virtual panel session featuring industry leaders at the forefront of real estate. Our diverse panel includes seasoned Tax Advisors, a Cost Segregation Specialist, a knowledgeable Lender/Mortgage Specialist, and a Landlord Advocate, all ready to share invaluable insights on how to thrive as a real estate investor.
Explore a spectrum of real estate investment strategies as our panelists tackle the intricacies of the market. From avoiding potential pitfalls and understanding tax consequences to uncovering investment opportunities, this virtual summit offers a comprehensive exploration of the real estate landscape.
Best of all, this knowledge-packed session is absolutely FREE to attend! Seize this golden opportunity to learn from industry experts and enhance your path to real estate success. Reserve your spot now and make 2025 the year you master the art of real estate!
Jailbreak Your IRA or 401K and Invest in Alternative Assets
Jul 30, 2024 06:00 PM
Unlock the full potential of your retirement savings with our upcoming webinar, "Jailbreak Your IRA or 401K and Invest in Alternative Assets," with Dmitriy Fomichenko of Sense Financial Services LLC.
Maximizing Mortgage & Tax Strategies: Insights for 2024 and Beyond
Aug 28, 2024 03:00 PM
Ready to make the most of your mortgage and tax situation as we head into Q4 of 2024? Join us for a conversation with two seasoned experts who know these topics inside and out.
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EXCELLENT Based on 692 reviews Eileen Petroski2024-08-21Trustindex verifies that the original source of the review is Google. Im really looiking forward to doing business with Nicole at Robert Hall, she really took the time with me to get to know and understand my business and help me save money on my taxes and earn money in the market, i feel very relieved Jodi Tija2024-08-11Trustindex verifies that the original source of the review is Google. Tony Watson is a wonderful accountant he is very professional and friendly. We know we are in good hands with Tony! Alan Temps2024-07-31Trustindex verifies that the original source of the review is Google. I had a phone consultation Mike at R. Hall & Assoc. on various aspects of taxes. Mike is very personable and definitely knows his stuff. He answered all of my questions and gave me confidence on how to proceed regarding my trust, business and taxes. Annie2024-07-10Trustindex verifies that the original source of the review is Google. had a great initial consult with Nicole, excited to start working with her on tax strategy!




















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