Event Calendar

(Presented by Brian J. Burt, Partner with Snell & Wilmer L.L.P. — For Entrepreneurs, Business Owners, and Professionals Raising Capital from Investors - General Audience) 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…

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(Presented by Brion Crum, Vice President of Investments at Caliber Companies - General Audience) Do you understand the value that real estate adds to your portfolio but don't want to deal with the day-to-day operations?  If so, this workshop is designed for you.  In this workshop, you'll discover why passive real estate investing is now becoming more accessible than ever…

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Company-Wide Meeting

Independence Day

(Presented by Brian J. Burt, Partner with Snell & Wilmer L.L.P. - General Audience) During the early stages of a private company's lifecycle, the necessary capital comes from "angel investors" who are willing to bear high risk for potentially high rewards. During the Great Recession, many potential angels sat on the sidelines. With the U.S. economy starting to show signs…

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A self-directed retirement plan is a best-kept secret for building wealth and enjoying investment flexibility. This interactive, eye-opening introductory workshop offers investors a fundamental understanding of how to take control of their financial future with a Vantage Self-Directed IRA. Attendees receive personalized tools to help you understand how the self-directed process works and determine if a self-directed IRA is right…

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