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July 2020

Passive Investing Pitfalls: The Biggest Mistakes Passive Investors Make and How to Avoid Them

July 30 @ 1:00 pm - 2:00 pm
Online
FREE

Webinar: Online Event | Timezone: Eastern | Passive Investing Pitfalls: The Biggest Mistakes Passive Investors Make and How to Avoid Them. True portfolio diversification involves investment in many asset classes, including real estate. Direct real estate ownership, syndications, and private loans are good options to get that exposure. But you want to be passive, so how do you set these investment vehicles up for success?

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August 2020

How has Covid19 impacted Suburban Office Investing?

August 4 @ 1:00 pm - 2:00 pm
Online
FREE

Webinar: Online Event | Timezone: Eastern | How has Covid19 impacted Suburban Office Investing? Join us for a webinar on the state of the suburban office investing industry with Stephen McCarthy of Strategic Funding Alternatives. You won’t want to miss out on this webinar as you will learn why investors are shifting focus to suburban commercial real estate opportunities, and how to participate in syndicated commercial real estate investment opportunities

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Best Seat at the Real Estate Table!

August 18 @ 1:00 pm - 2:00 pm
Online
FREE

Webinar: Online Event | Timezone: Eastern | Best Seat at the Real Estate Table! Join us for a webinar to learn: How to control real estate & achieve passive returns without the responsibility of ownership. Our presenters are brother and sister team at Carolina Capital Management: Wendy Sweet and Bill Fairman! Why is it banks don’t own or want to own property? It’s simple really, real estate, while valuable and one of the best ways in my opinion, to grow wealth over time, has some down sides.

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September 2020

Labor Day

September 7

Our offices will be closed in observation of the holiday. We will resume normal business hours Tuesday September 8th at 8:30 AM EDT

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October 2020

SEP IRA Contribution Deadline

October 15

If you mail your contribution on this date, it must be post marked. We cannot accept previous year contributions post marked after this date. If you send an ACH from your bank and it is not received by this date, we will need a confirmation of the date the ACH was initiated. We cannot accept electronic contributions initiated after this date. See contribution limits here.

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Extended Contribution Deadline

October 15

If you mail your contribution on this date, it must be post marked. We cannot accept previous year contributions post marked after this date. If you send an ACH from your bank and it is not received by this date, we will need a confirmation of the date the ACH was initiated. We cannot accept electronic contributions initiated after this date. See contribution limits here.

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