REAL ESTATE INVESTMENT SEMINAR
LEARN TO USE THE KNOWLEDGE OF INDUSTRY EXPERTS!
Seminar Details
Date Sunday, January 28, 2007
Time 1:00 ~ 4:00 p.m.
Location RE/MAX of Boulder, Inc.
Call to reserve your seat today ~ Space is limited
(303) 415.3590
Date Sunday, January 28, 2007
Time 1:00 ~ 4:00 p.m.
Location RE/MAX of Boulder, Inc.
Call to reserve your seat today ~ Space is limited
(303) 415.3590
Refreshments Provided
- Economic Outlook for Boulder & Colorado
- Investment Strategies In Today’s Market
- Foreclosure Investments ~ Pitfalls and Profits
- Panel Discussion ~ Ask The Experts!
Bring All Of Your Questions And Ask The Experts For Their Advice!
1031 Exchanges; Using Your IRA To Fund Investments; Mortgage Strategies;
Title Commitments; Estate Planning, and Tax Advantages; and,
Tenant-In-Common Investments
Ask The Experts: - Lou Barnes, Owner
Boulder West Financial Services
Attended Choate School & Brown University
Colorado Real Estate Broker since 1978
National Association of Securities Dealers Principal and Sales Licenses
Author & Publisher of Mortgage Credit News, a national weekly newsletter
Author of a finance column for the Boulder Daily Camera since 1992 - Mark Casey, Regional Director
SCI Real Estate Investments, LLC
MBA, Colgate Darden School, University of Virginia
BS, University of Missouri
20+ years of progressively challenging commercial real estate experience
At the individual investor level, he has successfully structured ownership groups
and facilitated tax-deferring 1031 Exchanges - AJ Chamberlin, Broker Associate
Residential REALTOR® since 1990
Active member of National Association of REALTORS®
Active member of Colorado Association of REALTORS®
Chairperson of State Legislative Committee, Land Use/ CAR
President, Property Owners for Sensible Road Policy
Former President, Sugar Loaf Community Inc.
Former President, Land Use Coalition
Recipiant of Colorado Realtors Political Service Award, 2005
BA, University of Colorado - John Chamberlin, Broker Associate
Residential REALTOR® since 1985
Active member of National Association of REALTORS®
Active member of Colorado Association of REALTORS®
Active member of Real Estate Buyer’s Agent Council®
Past Director of Boulder Area Realtor Association®
Past member of Arbitration Committee, BARA
Past member of Grievance Committee, BARA
Past member of MLS Committee, BARA
Past member of MAD Committee, BARA
Former Owner/Broker of ERA 1st Choice Realty, Inc.
New Home Sales Specialist/Former On-Site Builder Sale Manager - Jim Hunter, Production Manager of Northern Colorado
First National Bank
Attended University of Maryland & Towson State University
Certified Mortgage Lender (CML)
Past president of Northern Chapter of the Colorado Mortgage Lenders Association
Member Board of Directors, Northern Chapter Colorado Mortgage Lenders Association
Member of Fort Collins Sertoma, a national service club
Member of Colorado State Men’s Roundball Club - Betty Marick, CES
1031 Corporation Exchange Professionals
Certified Exchange Specialist since 1998
CES, Federation of Exchange Accommodators
She was among the first in the nation to receive her CES designation
Former escrow officer
Former title examiner - Colleen P. Weaverling, CPA
Certified Public Accountant since 1982
BS, Business Administration from Trinity University, San Antonio TX
Specializing in Individuals, Small Business, International, Personal Service
Corporations, Accounting and Taxation, Medical/Dental Practices
Member of American Institute of CPA’s
Member of Colorado Society of CPA’s
League Coordinator of Boulder Tennis Association
Founding member of Centennial Valley Tennis Association
Past treasurer of Centennial Valley Tennis Association - Karen Woolhiser, Senior Residential Mortgage Lender
First National Bank of Colorado
Top producer of residential mortgages since 1974
Preferred mortgage lender with RE/MAX of Boulder for 6 years
Major fund raiser for Boulder Community Hospital & Boulder County Hospice
“My #1 goal is to design a loan program to meet your specific needs.” - Catherine Wynne, VP
Entrust New Direction IRA, Inc.
Catherine Wynne is one of the two principals in Entrust New Direction IRA, Inc. New Direction is a self-directed IRA administrator which assists clients who want to diversify their IRA/401k plans into non-securities based assets like real estate. She has extensive background in buying and selling commercial real estate, both as an investor and an IRA administrator. The result is that Catherine is intimately familiar with what it takes to make a real estate investment — taxable or otherwise — work. She understands that assembling the investment and paying attention to the details of the transaction as well as the IRS rules is important. Working primarily in client asset acquisition she is well acquainted with the IRAs purchase of a wide variety of assets such as mortgages, notes, private placements and LLCs. Catherine has a BS in Structural Engineering from the University of Pittsburgh and spent the first part of her career in oil and gas production, later moving into nuclear power plant design with Westinghouse before moving into retirement plan administration.
