Meetings

Open Discussion and Networking

Group Discussion

There is a massive wealth of information about investing within our group.  It is good to occasionally circle the wagons and hear from group members.  Next meeting will be a time for you to ask questions you feel the group might have good information about.  If you have a successful investment you have done that you would like to share, in order to allow others to learn from, please plan to do so.  These discussions are always some of the most informative meetings.  I am always blown away by the group knowledge.

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Minimize Your Taxes with Real Estate

Jared Jex photo

Do you like to pay taxes?  No?  Well come to our next investor club meeting.  As many of you know real estate can have some great tax advantages.  You may not know about some of the ways to amp these benefits up.  Jared Jex will be talking to us about real estate depreciation and how to optimize that with tools such as a cost segregation study.  

Jared Jex is a Regional Director for Cost Segregation Authority and is responsible for business development and education throughout the Intermountain and Midwest markets.  Jared spent 15 years of his professional career in operations and client management with Fidelity Investments where he was ultimately responsible for building and maintaining relationships across the country and with operational oversight of over $4 billion of retirement-plan assets.  Jared transitioned his passion of helping to preserve wealth to a focus on tax-saving strategies.  His relationship and client management experience have proven be immediately successful in teaching the cost segregation benefits to CPAs, Tax and Wealth Advisors, and Real Estate Investors of all levels.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Dan Fortune: Achieving your Financial Goals with Real Estate

Photo of Dan Fortune

Dan has a pretty incredible story.  He was an employee until 2011 when he made the switch and started working to build passive income through real estate.  Less than ten years later and he is to the point where, we had to book him quickly before he takes a leave of absence funded by real estate investment for a year traveling around the world. 

Dan has experience flipping, buy and hold, syndication and more.  In addition to sharing his story (which should motivate and encourage you), he will be talking to our group about: 

  1. How to develop a clear plan for success in creating passive income through real estate, and
  2. How to get started with innovative deal structures when you don't have $50,000 for a down payment
Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Mastermind The Goal-setting and Goal Achieving Process

Goal setting sign

If you have taken action to join and participate in this club, you have made a conscious decision that you want to improve your financial future.  Do you have a clear game plan on how you want to do that?  Have you written it down?  The New Year is always a good time to develop (or update) your plan.  At our next meeting we will mastermind the planning process.  I want to have a group discussion on methods, tricks, tips you all have found useful in developing and implementing a plan.  To focus discussion I am going to break it down into the following categories where we will talk through these one at a time:
 

  • Find Clarity on Where You Are
  • Define Your Bigger Purpose
  • Set Goals
  • Develop Action Plan
  • Monitor and Review
  • Books, Systems, Resources

(Photo by https://thefitpharmacist.com.au/ is licensed under Creative Commons)

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Play Cashflow Game

I keep promising a game night. Come play Cashflow; a game designed by Robert Kiyosaki in order to learn investing while you play.  There are successful millionaires that continue to play this game.  Come join us for some fun and game (and education).  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams 1174 Stoneridge; Bozeman, MT

International Coffee Farms

David Sewell

We will hear from David Sewell, founder of Agronostros; which has two main efforts: coffee farms in Panama and cocao farms in Belize.  If you are a coffee junkie or a chocolate junkie, you know the demand for these farm products is not going away.  Hear about how to invest in this area, and the additional benefits of off-shore investing.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams 1174 Stoneridge; Bozeman, MT

Open Discussion and Networking

We will spend some time in general discussion.  Let's talk about recent deals, successes, learning opportunities, challenges, issues.  Bring your burning questions about investing and we will tackle them as a group.  After some large group discussion, depending on the size and desires of the group, we will either:

Option 1: break out into small groups and present / discuss the following 

  • What is your Why
  • What is your one-year and five-year plan for building wealth
  • What is your personal investment philosophy

Option 2: Cashflow game; I will bring my game board, please let me know if you have a game and can bring.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams 1174 Stoneridge; Bozeman, MT

Investing Internationally

Ryan and his partner in Belize

Ryan Pettitt with Prosperity Aid will share his experience and knowledge about investing internationally.  In addition, Ryan will present us with details about a current project in Ambergris Caye, Belize which is an idyllic resort property with Hilton affiliation.  Check out Prosperity Aid’s website and Facebook page to learn more about his company with a mission to provide financial education for real estate investors and turnkey investment opportunities for passive income.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams 1174 Stoneridge; Bozeman, MT

August Summer Potluck - Celebrating the Summer Together!!!

BBQ graphic

Join us for a great time with food, fellowship and friendly connection as we celebrate Summer together! We're happy to thank Mike & Brenda Baker for offering to host the meeting at their house which is a bit off the beaten path and a great excuse to pull away from town for the evening. Delighted for you to join us! We'll bring the protein, i.e. meat/ veggie options for grilling and we ask for each member or guest to provide a potluck dish or desert. Please bring serving utensils to compliment your dish and feel free to bring beverages of your choice. PLEASE RSVP as we will need a head count, address provided with RSVP. Looking forward to time together at next month's meeting, Monday, August 6th. See YOU all then :)

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Baker's residence in Harrson, MT: find address in July newsletter: for non-full members contact us address