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Achieve Financial Success in 2013 - Yorba Linda

Sense Financial

Tuesday, February 12, 2013 from 6:30 PM to 9:00 PM (PST)

Yorba Linda, CA

Achieve Financial Success in 2013 - Yorba Linda

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Event Details

Set yourself up to be financially successful in 2013.  Join us for this informative presentation and learn the tips wealthy use.

Here is what you will learn:

  • Estate and gift tax
  • Small business expensing
  • Bonus depreciation
  • How do I determine what my exemptions should be?
  • Discover the tax benefits of a self-directed IRA/401(k)
  • How the fiscal cliff will affect real estate investors
  • Asset Protection: Does setting up a rental property reduce the potential for audit?
  • Top 5 deductions every real estate investor should know.
The Ultimate Retirement Plan 

How would you like to reduce your IRA custodian fees to zero…FOREVER!
 
In this special presentation you’ll discover:
 
  • How to Say Goodbye Forever To Your IRA Custodian, Their Fees, Confusing Paperwork And Their Snail’s Pace That Can Kill Your Deals.
  • How to set up your own private bank that will never turn you down.
  • How to stop paying interest to your credit card and pay it to your own retirement account.
  • How to Put Nearly Ten Times More into Your Retirement Account Than an IRA Allows.
  • Tax Free Wealth Secrets Used by Some of America’s Richest Companies and Wealthiest Individuals.
  • How to Use Debt Financing and Never Pay A Dime in Taxes.
  • The Absolute Fastest Way To Accumulate Massive Amounts Of Tax-Free Cash So You Can Be Financially Free
  • How to Put Even More Money Into Your Tax Free Account Than The IRS Allows…LEGALLY

Speakers:

Tony Watson

Anthony Watson

Tony Watson is an Enrolled Agent which is a federally licensed tax practitioner who has technical expertise in the field of taxation. He is empowered by the U.S. Department of the Treasury to represent taxpayers for audits, collections and appeals before all administrative levels of the Internal Revenue Service. Tony Watson can advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts and any other entity with tax-reporting requirements. Shortly after receiving his bachelor’s degree in Business Administration from Chapman University, he joined the Robert Hall & Associates team. Tony Watson is also a member of the National Association of Enrolled Agents, the California Association of Enrolled Agents, as well as several other organizations. Outside of work, Tony Watson spends his time reading books and mixing music. Similar to the rest of the consultants at Robert Hall & Associates, Tony Watson focuses on providing personalized financial guidance to individuals and businesses.

Dmitriy Fomichenko

DmitriyPresident of Sense Financial Services, started his career in financial planning and real estate investing in 2000. He owns multiple investment properties in various states and is a licensed CA Real Estate Broker. Over the years he instructed dozens of investment & financial planning seminars and mentored hundreds of investors. Dmitriy founded Sense Financial in order to help his clients maximize returns on their investments while protecting their hard earned money utilizing self-directed retirement accounts: Checkbook IRA and Solo 401k. He is very passionate about helping families and individuals achieve financial freedom by following proven Biblical principles of financial planning and investing. 

Have questions about Achieve Financial Success in 2013 - Yorba Linda? Contact Sense Financial

When & Where



Sense Financial Corporate Office (upstairs meeting room)
22600 Savi Ranch Pkwy
Yorba Linda, CA 92887

Tuesday, February 12, 2013 from 6:30 PM to 9:00 PM (PST)


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Organizer

Sense Financial

Sense Financial is one of the market's leading Checkbook IRA and Solo 401(k) Facilitator. We educate and equip individuals, families and business owners to exercise wise stewardship over their finances.  www.SenseFinancial.com

Mission
To help our clients achieve financial freedom by following proven Biblical principles of financial planning and investing.
Company Overview
The Solo 401(k) and Checkbook IRA from SENSE FINANCIAL are viable solutions that allow investment into virtually any asset including real estate, provide “Checkbook Control” over a client’s retirement account and minimize or eliminate custodian fees.
 
Our company was founded to assist families with planning for their future. The concepts we teach are based on proven Biblical principles that make sense:
  • Set goals – “Good planning and hard work lead to prosperity.” Proverbs 21:5
  • Get out of debt – “The borrower is servant to the lender.” Proverbs 22:7
  • Invest for the future – “The wise man saves for the future, but the foolish man spends whatever he gets.” Proverbs 21:20
  • Diversify your investments – “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.” Ecclesiastes 11:2
  • Prepare for unexpected – "A sensible man watches for problems ahead and prepares to meet them.” Proverbs 27:12 

The Solo 401(k) and Checkbook IRA: Our products have helped hundreds of families plan for their future. Sense Financial Services provides the solutions for financial freedom.

Contact: (949) 228-9394
 
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