Upcoming and Past Events
Ever dreamed about having hassle-free rental properties? What about eliminating the unknowns of your cash flow? Greg Hughes walked InvestX attendees through how to “be the bank” (through owning a mortgage note), and how they can make more money and create more certainty for their investment portfolios.
In this presentation, Greg set us straight on the tangible (and psychological) differences between a Roth vs. a traditional IRA, AND he introduced a third guest to the party: the Self-Directed IRA. Guests learned about the benefits of an SDIRA and how it can be used for a multitude of investments that go far beyond (and have better returns than) traditional stocks, bonds, and mutual funds.
Do you know the real cost of not having a trust and a will? (Hint, it isn’t money!) Expert estate planning attorney Jason Morris took us through the “dos” and “don’ts” of estate planning at Investx week 4. Attendees learned why a trust is imperative for anyone who has ANY assets; the best way to prepare for the first meeting with your estate planning attorney and more.
Tax expert Reid Riker “edu-tained” us on the tax deductions at week 3 of InvestX! Although Riker’s presentation on Oct. 25th was primarily geared toward the high net worth individual, everyone benefited. InvestXers learned the most commonly-missed tax write-offs, tax changes that will have a huge impact on your bank account, and tax advantages for investors.
Reverse mortgages can be a flexible financial tool for making home improvements, additions, and even large-scale purchases. On October 18th, John Terveer shared some common myths about reverse mortgages, the secret formula for determining how much you qualify for, how someone with poor credit would qualify, and more.
On October 11th we kicked off our first InvestX event series. The six-part learning series began with a presentation by Greg Hughes called “Building a Smart Portfolio.” Attendees gained insight into the investing secrets Harvard, Stanford, and Yale use to build smart portfolios and how they could use them too.
On September 27th, we were proud to host a fundraiser for Honor Flight NV, a nonprofit that transports local veterans to Washington, D.C. to visit the war memorials dedicated in their honor. We spent the evening listening to the empowering life stories of four of the veterans who had the opportunity to explore D.C. thanks to this tremendous organization.
We were proud to sponsor the first-ever Biggest Little Cup Fundraiser & Golf Tournament benefitting The Club at ArrowCreek. Golfers had a tee-rific time playing the beautiful 18-hole course while enjoying the hosted cocktails, gifts, contest and prizes. A few lucky participants also won big during the first Helicopter Golf Ball Drop.
What do you get when you combine a wealth consultant, a tax structure guru, a family trust advisor, a legacy and family wealth planner, and a real estate investment strategist with a room full of investors? The answer is an unbeatable educational experience called InvestX.
Two innovative local businesses are helping to position Reno as a worthy presence in the craft brewing and wine and whiskey aging industry, for two very different reasons. On January 18, we got the chance to sample the results.
Fleeing from communist countries while still in their teens, Tom Nguyen and Marian Vlad risked their lives for a chance at freedom. We had the chance to hear their incredible visionary stories.
Our VIP Hangar Party on Friday & Saturday, Sept. 16-17, had us boasting a fantastic viewpoint, a scrumptious spread of food and refreshments, and, of course, the company of some incredible Reno A-listers.
On August 31st, world-renowned architect Ed Friedrichs spoke about the incredible makeover his firm is giving the West 2nd District, and why Reno is destined to become the city other cities want to be.
It is through education and hard work — by giving farmers valuable tools for self-sustainability, rather than giving them handouts — that Dr. Abey’s project has brought agriculture and pride back to the farmers of Sri Lanka.
Lance Gilman graciously gave us a behind-the-scenes look at the phenomenon that is the Tahoe Reno Industrial Center, home of Tesla’s Gigafactory and Switch.