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| Name: No Meeting for July |
| 7/3/2008 |
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No Meeting July 3, 2008
“The Flathead Investment Club will not meet in July due to the holiday weekend. The club’s monthly meetings will resume on Thursday, August 14th. Notice will be sent via e-mail confirming the meeting place and time. Enjoy your summer!”
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| Name: Corey Salois |
| 6/5/2008 |
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"Invest In Real Estate through your IRA"
The real estate market seems to stump us all in one way or another. Few people realize that they can use their individual retirement account (IRA) to invest in real estate. But Corey Salois, a broker for Dean and Leininger Real Estate in Kalispell, knows of the “hands-off” approach to buy and sell real estate within an IRA. This involves an “arms-length” process conducted through a holding company which Salois will explain during her June 5th presentation. This is a meeting you will want to attend and tell your friends about too! Over the last five years, Salois has seen the ups and downs in the market while working at Dean and Leininger offices in Kalispell and Bigfork. Known as a “go-getter,” Salois stays up on the latest technology. She aptly applies the best marketing strategies while approaching each deal with enthusiasm. Not only is she an astute broker with in-depth knowledge of Flathead Valley’s real estate opportunities, but she also offers Dean and Leininger’s full range of property management services. Salois currently volunteers as a paramedic with Bigfork Ambulance and serves as their vice president. Call Nicole at 752-5250 about our non-member discounts for this meeting only!
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| Name: Janet Beumer |
| 5/1/2008 |
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Keep your property mold free
Mold has been around as long as the earth itself, but it's gained a lot of notoriety in recent years because of publicized links to allergies and other health problems—not to mention its direct affect on increasing insurance rates, lowering property values, and throwing real estate transactions off track. And with the constant threat of mold-related lawsuits on top of the other risks, it is clear real estate investors should stay informed on this issue. Look no further! Janet Beumer of First Class Environmental Coatings offers a wide range of expertise on mold. Beumer can readily identify the common varieties of mold found in Northwestern Montana, and knows what causes mold, how it impacts health, how to test for it, and remedy any contamination. As a Certified Mold Remediator and Inspector, Beumer is dedicated to the protection of human health and environments. For more information visit her website at www.envirocoats.
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| Name: Johna Morrison |
| 4/3/2008 |
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If you want to be successful as a real estate investor, you’ll need to know the rules and regulations that affect your projects. Better yet, do yourself a favor and hire the professionals who can address the unique issues of your project. Land use planner Johna Morrison with APEC Engineering can do just that. She has experience in all types of developments and jurisdictions. Having worked for the Flathead County Planning and Zoning Office , Morrison is familiar with the processes of subdivision review and zoning, as well as subdivision, floodplain, and santitation regulations. Now working within the private sector, Morrison offers a common sense approach combined with solid planning tools. Morrison has contributed to the success of premier projects such as Quail Ridge Subdivision, a 69 Lot Residential “Cluster,” and Lakeside Shores, a condominium development. She is also a member of the Montana Association of Planners and the American Planning Association.com
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| Name: Christa Nadeau |
| 3/6/2008 |
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"Combat Identity Theft"
Identity theft is one of the fastest growing crimes in the country. Don’t let criminals get your information. Learn how to protect your identity and to avoid becoming a victim of fraud. Christa Nadeau of Fairway Mortgage can help you to conduct transactions safely, while being a credit-savvy consumer in today’s complex marketplace. Nadeau knows how to use fraud alerts, security freezes, credit watch programs and other resources when an illegal transaction occurs, whether on your credit card, credit report, or via the mail, e-mail or the internet.Nadeau also owns three Fairway Independent Mortgage offices located in Bigfork, Whitefish and Columbia Falls. She has worked in the mortgage banking business for eight years and is an approved continuing education instructor for the Montana Association of Realtors.
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| Name: Michael Blend |
| 2/7/2008 |
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According to Michael Blend, founder of the Flathead Investment Club, once you know the steps to take, it is fairly straightforward to get started in real estate investment. Blend got his start in Montana in 1995 when he purchased a fix-upper for himself in Columbia Falls. He has since bought and sold dozens of properties in the Flathead Valley, including various types of residential and commercial properties. Blend shared with members his method of selecting investment property, his analysis process prior to and during escrow, and the methods which he uses to minimize risk in buying property. Blend is also a general contractor and owner of Blend Design & Build, a construction business. He has worked as a general contractor for the last 26 years. For the last three years he has focused his business on building income property for various partnerships he has assembled. Blend has developed residential and commercial subdivisions and works with difficult-to-develop properties.
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| Name: Nir Regev |
| 1/3/2008 |
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Institutional Grade Real Estate Investing and 1031 Alternatives
Meet Nir Regev, a financial advisor who has your interests at heart. Regev holds an economics degree from Southwest Missouri State University and has worked in banking and financial services. Immediately after graduating, Regev was hired by Merrill Lynch, became securities and insurance licensed and received extensive training at Princeton. Soon thereafter, he decided to focus on building client-centered relationships instead. So, in 1990 Regev became an independent financial advisor and has since established the Regev Group. Now Regev enjoys guiding clients through the process of accumulating, managing and preserving assets. His core competency is in helping investors position their assets for the future. Today, he and wife Cherie, his business manager, happily serve clients across the country.
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| Name: Sue Thompson |
| 12/6/2007 |
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Sustaining Wealth for Generations to Come
When it comes to learning about sustaining wealth through the next generation, Sue Thompson, wealth building specialist for Abundance, Inc., can be of great assistance. Sue has worked with business owners and investors for over twenty three (23) years, teaching them how to be more profitable. "It’s not enough just to have good and reliable numbers," she says. "There is an even greater need for an understanding of where those numbers are taking you and if you are on track." Sue teaches basic financial literacy as well as how to create a step by step plan for creating wealth with proven wealth building techniques. She also instructs her students how to accelerate their wealth plan and how to stick to it! Sue Thompson is the owner of Abundance Inc and Abundance Bookkeeping. For more information please refer to abundanceinc.biz or abundanceaccounting.com
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| Name: Catherine Workman |
| 7/5/2007 |
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Exchange Services accomodate tax deferrals
Catherine Workman from Exchange Services explained the 1031 exchange rules and types of real estate exchanges possible. According to the 1031 code, no gain or loss shall be recognized on an exchange of property held for productive use if such property is exchanged solely for property of like kind. Any property other than a principal residence or dealer property can qualify. However, the transaction must be conducted by a qualified intermediary, which is where Workman comes in. She can exchange up to three properties of fair market value and can process all kinds of exchanges, including those requiring improvements.
Workman has completed thousands of exchanges and is a member of the Federation of Exchange Accommodators. Consequently, she is well versed in the time constraints for identifying replacement property and for processing the exchange.
For more information on Workman’s Exchange Services visit exchangeservicesinc.com
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| Name: Paul Wachholz |
| 6/7/2007 |
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Real estate market bright for savvy investors
Paul Wachholz, founder of Coldwell Banker Wachholz and Company, discussed the status of the real estate market in the Flathead Valley. “We have a lot to look forward to and really haven’t seen anything yet,” he stated, alluding to even more growth ahead despite the recent slowdown in the housing market. However, he admitted, “amateur hour” is over, with better projects setting the bar even higher. Well designed projects with adequate infrastructure are going to be the norm, so investors need to do their homework, but still need to look out for costly delays in the planning process.
Wachholz also expressed enthusiasm for the networking role of the Flathead Investment Club. “There are two sorts of people in this world, those we know and those we haven’t met yet,” he added. For more information on Wachholz’s 25 year-old real estate business, go to beinmontana.com
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