This week we have guest host Joey Romero, SVP of The Norris Group giving you a second taste of what we will be doing at Elevated on June 8th at the Riverside Convention Center in Riverside Ca. Tune in as Joey interviews Kaaren Hall of uDirect IRA Services and Matt MacFarland of Keystone CPA.

In an effort to continue the educational legacy of The Norris Group we are proud to present our first Educational Seminar of 2024. ELEVATED is a day of education designed to help real estate investors “elevate” your market knowledge, “elevate” your investor toolbox, and “elevate” your tax strategies.

ELEVATED in an opportunity for real estate investors to learn wealth building tactics from our industry experts. Join us LIVE in Riverside this June and ELEVATE!

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In this episode:

• Retirement planning, tax benefits, and IRA investments.
• Common mistakes investors make.
• Tax planning and preparation
• Potential changes in taxes and self directed IRAs in 2024

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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