Events

Stay updated on our upcoming events.

What's new?

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

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.

(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!


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.

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.

Trusted by American Businesses and Individuals

Have tax questions? Ask Us.

The first step to hassle-free accounting, tax returns, and tax planning starts by reaching out to one of our representatives.