Educator Program

Workshop Descriptions

Set Your IRA Free®

(Presented by Bobbielynn Berry, Director of Business Development at Vantage Self-Directed Retirement Plans, LLC – General Audience)

A self-directed retirement plan is the 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 your 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 for you. If you are interested in learning more about the alternative investment choices available to you. Register TODAY for our FREE Workshop offered weekly in the Vantage Knowledge Center.

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How to Raise Capital…Legally

(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 risk adverse, 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. To learn more, register today for our FREE workshop offered bi-monthly in the Vantage Knowledge Center.

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How to Invest in Private Companies

(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 of life, however, those angels are looking to re-engage. This class presents topics including: risks and rewards of private company investments; locating investment opportunities; analyzing prospective deals; negotiating favorable investment terms; protecting your investment; and the investor’s role post-closing. To learn more, register today for our FREE workshop offered bi-monthly in the Vantage Knowledge Center.

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Unlocking Your IRA with Institutional-Type Real Estate

(Presented by George Pace, Director of Investor Relations with 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 for retirees and busy professionals, not just the ultra-wealthy and institutional investors.  You’ll understand the “big picture” that applies to all passive real estate investments.  You’ll be armed with the ability to evaluate real estate investments based on core principles, not just the flashy marketing material presented.  Securing and growing your wealth with passive real estate is not as complex as you might think.  This is not for the “do-it-all-yourself” real estate person, but rather those investors looking for purely passive growth, stability, and cash flow.  If the time commitment or inability to find the right opportunities is holding you back, you’ll be glad you invested an hour of learning on this topic.

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Equipment Leasing:  An Alternative Fixed Income Solution for Your IRA

(Presented by Joe Asta, Executive Vice President with Global Financial & Leasing Services, LLC – General Audience)

Tired of your low yielding stock market bond and CD investments?  Prudent investors always seek to allocate a portion of their retirement portfolio into lower risk fixed income assets, but today’s traditional options are simply not adequately performing.  Attend this workshop and learn about one of the most lucrative alternative fixed income strategies available, Equipment Leasing.  Your IRA can help finance the capital demands of business owners whose needs are not being met by traditional banks and lenders.  Best of all, you have tangible assets securing your investment.  Stop accepting the high volatility and low yielding traditional fixed income options and come learn about a better way to solve your retirement plan goals.  RSVP for this workshop today! To learn more, register today for our FREE workshop offered monthly in the Vantage Knowledge Center.

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Workshop Faculty

JP Dahdah

J.P. Dahdah

Vantage Retirement Plans, LLC

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J.P. Dahdah

Vantage Retirement Plans, LLC

J.P. Dahdah is the CEO of Vantage Self-Directed Retirement Plans, which currently administers over $1 billion in retirement assets. Vantage is the nation’s premiere Self-Directed retirement plan and custodial services company specializing in serving investors who seek to diversify their savings into non-traditional alternative investments, such as, real estate, private equity, limited partnerships, private placements, private notes and other non-traded options. Registered Investment Advisors, Family Offices, CPAs and other trusted advisors choose Vantage for their vast experience, and personalized level of service sought out by their high-net-worth clientele.

Throughout his 18 year financial career, Mr. Dahdah has received a multitude of awards and recognition, which include being awarded the prestigious “Entrepreneur of the Year” by the Arizona Hispanic Chamber of Commerce and being honored by the Phoenix Business Journal and the Arizona Hispanic Chamber of Commerce with the “Forty Under 40 Award” as one of the valley’s most powerful and influential leaders in the community.

As a recognized thought leader in the retirement industry, J.P. is continually asked to be a featured speaker at financial conferences nationwide and has been quoted in national publications including InvestmentNews, NuWire Investor and The Wall Street Journal. J.P. serves on the Board of Directors for the Entrepreneurs’ Organization (EO) and the Phoenix Committee on Foreign Relations (PCFR) and is actively involved philanthropically in the community via many charitable organizations, including his own, Advance Guatemala, which he founded in 2008 to serve Guatemalans in need of aid.

Bobbielynn Berry

Bobbielynn Berry

Vantage Retirement Plans, LLC

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Bobbielynn Berry

Vantage Retirement Plans, LLC

Bobbielynn Berry is the Director of Business Development of Vantage Self-Directed Retirement Plans which currently administers over $1 billion in retirement assets. Bobbielynn manages Vantage’s institutional alternative custody unit where her focus is to create and support professionals included in the alternatives ecosystem. She has over 7 years of experience with Self-Directed IRAs and carries a Certified IRA Services Professional designation. Bobbielynn prides herself on delivering Vantage’s personalized boutique-style services and eliminating the friction commonly experienced by advisors who redirect their high net worth clientele’s wealth into alternative asset strategies.

Brian Burt

Brian J. Burt

Snell & Wilmer L.L.P.

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Brian J. Burt

Snell & Wilmer L.L.P.

Brian J. Burt is a Partner with Snell & Wilmer L.L.P., a full-service business law firm with over 425 attorneys practicing in nine offices throughout the western United States and Mexico. Brian is a business lawyer advising entrepreneurs and emerging growth companies in all stages of development, from formation to liquidity, and serves as Chair of the firm’s Emerging Business Group.

He has extensive experience in corporate formation, reorganization and governance; private equity and debt financing; shareholder/owner relations, buyouts and disputes; general contract negotiation; securities regulation; joint ventures and strategic alliances; corporate asset protection and succession planning; and mergers and acquisitions. He also represents banks, financial services companies, private investors, and venture capital funds.

Having previously founded, capitalized and run his own company, Brian brings a “real world” perspective to his practice. Brian received his B.A. in Political Science and Philosophy, summa cum laude, from Allegheny College, where he was class valedictorian and a member of Phi Beta Kappa. He earned his J.D. from Harvard Law School, where he served as Managing Editor of the Harvard Journal of Law & Public Policy.

Joe Asta

Joseph Asta

Global Financial & Leasing Services, LLC

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Joseph Asta

Global Financial & Leasing Services, LLC

Joseph Asta is the President of Business Solutions Group with 23 years of financial services experience. He was a Vice President and a Wealth Management Advisor with Mutual of Omaha Bank, the FDIC and First National Bank of Arizona. He attended the University of Minnesota, and holds FINRA Series 7, 63 and 66 securities licenses with Penates Group, Inc., a registered Broker Dealer. Joe is an instructor for the YWCA Financial Education and Literacy Program “Own It”. He also sits on the Board of Backers of Ballet.

George Pace

George Pace

Caliber Companies

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George Pace

Caliber Companies

George Pace is the Director of Investor Relations for Caliber, The Wealth Management Company. He’s had experience investing in the stock market for 30 years and currently raises private capital to fund real estate acquisitions. He’s been advising clients for 13 years and is an expert of entrepreneurial endeavors. He’s held Series 7, Series 66 and Life Insurance licenses.