OFFICE CLOSED
2024-11-28, 2024-11-29, 2024-12-23, 2024-12-24, 2024-12-25, 2025-01-01, 2025-01-20, 2025-02-17

How to Invest in Private Companies
2024-12-03 08:00 - 09:00, 2025-02-04 08:00 - 09:00 (America/Phoenix) | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
Presented by Brian J. Burt, Partner with Snell & Wilmer L.L.P.
Small businesses are a big part of the engine which drives the U.S. economy and that engine runs on capital investment. During the early stages of a private company’s lifecycle, that capital typically comes from angel investors who are willing to bear high risk for potentially high rewards.
The COVID era has brought new challenges, but also unique opportunities, for angel investors.
Topics for this complimentary seminar include:
• Risks and rewards of private company investments
• Locating investment opportunities
• Analyzing prospective deals
• Negotiating favorable investment terms
• Protecting your investment
• The investor’s role post-closing
Register for this FREE workshop!

Workshop Attendee Disclaimer: Vantage Retirement Plans, LLC (“Vantage”) does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Vantage’s workshops, website (www.VantageIRAs.com and its associated pages, the “Website”), and the VantagePOINT newsletter provide clients and potential clients with educational information regarding self-directed retirement accounts and potential investment scenarios. The information provided is in no way intended as investment advice. In no event is Vantage liable for any damages (whether direct, indirect, punitive, incidental, special, consequential, or otherwise) arising out of, or in any way connected with, information, products, or services provided by Vantage through workshops, the Website, or marketing materials.

AZREIA Event: Arizona Women in Real Estate (AZWIRE) Subgroup
2024-12-03 18:30 - 20:00, 2025-01-07 18:30 - 20:00, 2025-02-04 18:30 - 20:00, 2025-03-04 18:30 - 20:00 | AZREIA Office, 4527 N 16th Street, #105, Phoenix, AZ, 85016, United States
Presented by Sherri Balyoz
This AZREIA subgroup is community of women within the AZREIA community to hold each other up to enrich and empower each other to find success in our investing. We created this community for accountability, networking, and a place to share experiences and resources. All experiences and investing styles are welcome.
Click Here to Register with AZREIA

Vantage does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Any educational information provided regarding self-directed retirement accounts and potential investment scenarios is in no way intended as investment advice.

AZREIA Event: Income Property Owners (Buy & Hold) Subgroup
2024-12-05 18:00 - 20:00, 2025-02-06 18:00 - 20:00, 2025-03-06 18:00 - 20:00 | AZREIA Office, 4527 N 16th Street, #105, Phoenix, AZ, 85016, United States
Presented by Garrick O’Connell
This AZREIA subgroup invites you to join a group of active rental property owners and landlords who discuss issues, strategies and solutions. Network with new and experienced landlords. Education and guest speakers are also an important part of this group.
Click Here to Register with AZREIA

Vantage does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Any educational information provided regarding self-directed retirement accounts and potential investment scenarios is in no way intended as investment advice.

AZREIA Event: Multi-Family Investor Subgroup
2024-12-16 18:00 - 20:00, 2025-01-20 18:00 - 20:00, 2025-02-17 18:00 - 20:00 | AZREIA Office, 4527 N 16th Street, #105, Phoenix, AZ, 85016, United States
Presented by Jose Miller
This AZREIA subgroup will explain you how large multifamily assets are different from small ones.  We’ll discuss everything from finding the asset to managing the manager to determining your exit strategy.  And there are different ways to profit from a multifamily deal, by collecting acquisition fees, participating as a key principle, or investing as a limited partner. Discussion/Educational Topics Include: Syndication, Appraisals, Due Diligence, Types of Financing, Underwriting, Asset Management, Investor Relations, Building a Team, Purchase Criteria, Branding and more.
Click Here to Register with AZREIA

Vantage does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Any educational information provided regarding self-directed retirement accounts and potential investment scenarios is in no way intended as investment advice.

The Power of Self-Directed IRAs
2024-12-18 09:00 - 10:00 | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
Presented by Shea Roberts
Business Development Associate, Vantage
Are you frustrated that your IRA or old 401(k) is stuck in stocks, bonds, or mutual funds?
Are you afraid of losing your retirement savings to market volatility?
Do you want the ability to diversify your retirement funds into real estate, private loans, or private companies?
By attending this webinar you’ll learn:

What a Self-Directed IRA is and how it works
How to invest your retirement savings outside the stock market tax-free
Popular strategies using a Self-Directed IRA

CLICK HERE TO REGISTER

Vantage does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Any educational information provided regarding self-directed retirement accounts and potential investment scenarios is in no way intended as investment advice.

How to Raise Capital... Legally
2025-01-07 08:00 - 09:30, 2025-03-04 08:00 - 09:30 | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
Presented by Brian J. Burt, Partner at Snell & Wilmer, LLP
To start or expand a business, you need capital. Raising capital, however, is one of the most difficult challenges that a company can undertake. In the current economy, investors at all levels have become increasingly risk-averse, resulting in even greater competition for their limited investment dollars. And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important.
In this workshop, Mr. Burt will discuss what an entrepreneur or business owner must do to successfully navigate the process.
Register for this FREE workshop!

Workshop Attendee Disclaimer: Vantage Retirement Plans, LLC (“Vantage”) does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Vantage’s workshops, website (www.VantageIRAs.com and its associated pages, the “Website”), and the VantagePOINT newsletter provide clients and potential clients with educational information regarding self-directed retirement accounts and potential investment scenarios. The information provided is in no way intended as investment advice. In no event is Vantage liable for any damages (whether direct, indirect, punitive, incidental, special, consequential, or otherwise) arising out of, or in any way connected with, information, products, or services provided by Vantage through workshops, the Website, or marketing materials.

The Power of Self-Directed IRAs
2025-01-15 09:00 - 10:00, 2025-02-19 09:00 - 10:00 | This workshop will be delivered LIVE via Zoom., Upon registration, you will receive login credentials.
Presented by Shea Roberts
Business Development Associate, Vantage
Are you frustrated that your IRA or old 401(k) is stuck in stocks, bonds, or mutual funds?
Are you afraid of losing your retirement savings to market volatility?
Do you want the ability to diversify your retirement funds into real estate, private loans, or private companies?
By attending this webinar you’ll learn:

What a Self-Directed IRA is and how it works
How to invest your retirement savings outside the stock market tax-free
Popular strategies using a Self-Directed IRA

CLICK HERE TO REGISTER

AZREIA Event: Beginning Investors Subgroup
2025-01-16 18:00 - 20:00, 2025-02-13 18:00 - 20:00, 2025-03-13 18:00 - 20:00 | AZREIA Office, 4527 N 16th Street, #105, Phoenix, AZ, 85016, United States
Presented by Mike Del Prete
This AZREIA subgroup invites you to join other new investors in a small group setting to share ideas, ask questions, and network. Mike may bring in guest speakers to provide you additional information on a wide area of topics. This subgroup is geared for the new investor (less than 3 deals).
Click Here to Register with AZREIA

Vantage does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Any educational information provided regarding self-directed retirement accounts and potential investment scenarios is in no way intended as investment advice.

AZREIA Event: Fix & Flip Subgroup
2025-01-29 18:00 - 20:00, 2025-02-26 18:00 - 20:00 | West USA Realty, 14350 N 87th St, Suite 170, Scottsdale, 85260, United States
Presented by Bob Gomez
This AZREIA subgroup is a networking meeting for individuals interested in learning about the Fix & Flip strategy.
Click Here to Register with AZREIA
Vantage does not promote, endorse or offer any investments. Vantage does not offer investment, tax, financial or legal advice to clients or workshop attendees. Individuals should consult with the appropriate professional(s) licensed in that area. Any educational information provided regarding self-directed retirement accounts and potential investment scenarios is in no way intended as investment advice.
