Insurance, Mortgages, Tax Strategies, State of current RE market and foreca...

Event Information

Share this event

Date and Time



Topstone Investment

999 Baker Way


San Mateo, CA 94404

View Map

Event description


Learn from the Masters: 4 Great Experts in their fields.

We will end the year with a great event with 4 great speakers covering some very relevant topics:

• Expert's Circle Presents Real Estate Strategies: Asset Protection using Insurance , Mortgages: Creative Financing and out of box lending, secrets of lending revealed
• State of the current real estate market in the Bay Area and key indicators. Market update.
• Wealth Management, Tax strategies for 2018 and planning for 2019. Market update.

We are going to have a half day event on a Saturday. Free lunch will be provided. Purely educational event!! Unlike other Meetups, there will be no pitching of services. This is going to be purely educational.

Our speakers are:

Roark O’Neill: State of the current real estate market in the Bay Area and key indicators. Market update. Roark is an experienced and very knowledgeable local real estate broker who will provide us with his insights of the current market. We will uncover new ways of finding ideal investment deals in the current market.

Oleg Kotov: Insurance needs for real estate investors and more. As we all know the importance of carrying the right insurance, there are many subtleties for that real estate investors need to be aware of.

Grant Ter,-Avanesyan, CFP®: Grant is a wealth management and tax strategy expert and a Certified Financial Planner. He will provide education that is important for tax strategies and how to prudently think about your investments.

Alexandra Moari: Alexandra is a very experienced loan broker with 18 years experience on her own and grew up in the real estate business family . Are you ready to learn trade secrets and out of box lending? Do you need a custom loan that fits your needs instead of you fitting into a rigid box? Creative lending miracle worker is here to educate you on how to use the bank's money and save yours to fund your rehab projects.

In addition we will have an opportunity to network and share are our Have’s and Wants.


December 15th: Topstone, 999 Baker Way, Suite #430, San Mateo, CA (new venue for us)

Plenty of free parking.

10 AM to Noon: Presentations

Noon to 1 PM: Lunch, Networking, Have’s and Want’s

1 PM to 3 PM: Presentations and Q&A

Lunch will be provided if you RSVP here:

Upcoming events in January.

Note please remember that we have a great event planed for January 14th, 15th, 16th and the boot camp on Jan 18th & 19th. Focused on seller financing and non performing notes, you can learn how Martin amassed over 150 notes and Dan amassed over 600 seller financed properties just for himself.

Happy Investing!


Support Our Sponsors

Pacific Private Money: Nam Phan (, 415.883.2150). Nam Phan (, 415.883.2150).

Brighton Financial and Insurance Services: (Vernon Williams, 408.241.2100)

NY Life: Dr. Bardia Hariri MBA, Ph.D (, 650.513.5636) Kyle Cortopassi (, 415.805.1176)

The Entrust Group: Bill Neville, Business Development, (, 800.392.9653 x237) you can reach out to me for more details ( Brad Katronis (, 415.712.0668)

Share with friends

Date and Time


Topstone Investment

999 Baker Way


San Mateo, CA 94404

View Map

Save This Event

Event Saved