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Financial Planning for Real Estate Investors

with... Multiple Speaker(s)

Sterling Financial Group

Tuesday, August 20, 2019

7:00 PM - 9:00 PM
Holiday Inn Virginia Beach Norfolk Hotel and Conference Center
5655 Greenwich Rd.
Virginia Beach, VA 23462


Ever wonder how to make your money work for you while you work for your money?
Want to learn why you should not settle for lazy money that doesn’t do anything for your bottom line?

If you answered yes to either (or both) of the questions above, then you don't want to miss Financial Planning for Real Estate Investors, the topic of TRIG's August meeting presented by Tom Speight from Sterling Financial Group

Here are just of the things you will learn about:

  • How to take advantage of large and small tax shelters that are allowed by the IRS to avoid taxes and build up your financial castles in the process.
  • How to review the different types of IRA’s and how they could benefit your financial plan for your real estate business as well as how to position, manage and invest in them.
  • Financial products that personally benefit or enhance your financial position that can be bought and paid for by your business and recorded as an expense against the business profits so that your accountant and tax accountant bring you good not bad news each year.
  • A guide to market fluctuations – maneuvering your portfolio around during the periods of market fluctuations. A simple approach to using market timing to benefit your bottom line.
  • How to review products that have guaranteed rates of return and tax benefits – and learning to position and use them to take advantage of the upturns in the market for the business and personally.
  • How to review small investment opportunities for the small investor as well as for employees that can’t afford very much.

You will be able to answer the question: Should you be aggressive or conservative? How to balance and take advantage of both.

About Sterling Financial Group:
Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with our clients' needs, Sterling Financial Group has access to new products, enhanced product features, expanded quality service and pioneered new technologies. Breaking new ground is part of our tradition.

About Tom Speight, CMFC, RICP
Tom is a Registered Adviser with New York Life Securities LLC and Eagle Strategies LLC, a graduate of Bob Jones University with Bachelors in Accounting and Birmingham University with a graduates degree in Business Administration. Tom is a former member of NYLife Presidents Council (2009); member of NYLife Executive Council (2010-current); qualifying member NYLife Million Dollar Round Table; past member of National Society of Tax Professionals; Past President of Chesapeake Tax and Accounting Services; Past President of CHIP of Hampton Roads; Former Goodwill Ambassador to England; President of Meals on Wheels Chesapeake; Vice President of Chesapeake Health and Well Being; Married to Barbra Speight residing in Chesapeake, Virginia with twin sons Jon and Chris and eldest daughter, Victoria.

Event Location:
Holiday Inn Virginia Beach - Norfolk
5655 Greenwich Rd
Virginia Beach, VA 

Registration begins at 6:30 pm.
The meeting starts at 7:00 pm.
Admission is free for members; $25 for guests (If a guest joins TRIG within 30 days the guest fee can be applied to the membership.)

To save time at check-in, pre-register for the event by clicking the GET YOUR TICKETS HERE button below!



Date: Tuesday, August 20, 2019
Time: 7:00 PM - 9:00 PM


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Contact Us

Tidewater Real Estate Investors Group
  • (800) 874-4976
  • P.O. Box 5193
  • Virginia Beach, VA 23471

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