The Money Symposium

 

September 29, 2021

Best Western Plus Coeur d’Alene Inn

506 W Appleway Avenue, Coeur d’Alene, Idaho  83814

 

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Did you know that you can invest in a note, secured by real estate, and receive monthly passive income, just like a bank? Many people are shocked to learn this, but at Evergreen Advisors we have been buying and selling mortgage notes for years. Performing notes provide great cash flow, and are perfect for a self directed IRA investment. However, many people (such as ourselves) enjoy supplementing their income or just living off the cash flow they produce.

Another avenue of note investing is with non-performing notes. Non performing notes, while still secured by real estate, are somehow distressed. While they carry more risk than performing notes, the returns can be significantly higher. The borrower may be behind in payments, or has stopped paying the mortgage altogether, or perhaps has delinquent taxes. While non-performing notes do not provide immediate cash flow, they can still be a tremendous investment opportunity down the road.

We also BUY NOTES! If you have a single note, or a pool of notes, we’d love to talk with you and give you a quote. For more information on notes, please visit our other website Evergreen Note Buyer If you would like to talk with us about selling a note, please  Contact Us.

The Money Symposium starts in:

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Limited Seating Available.  Save your seat by clicking the BUY NOW button.

Dan Blanchard

Dan Blanchard

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Is your retirement income tax free?

This is a very important question to ask yourself and if the answer is “no” then it makes sense to find out how to make it tax free.

Dan Blanchard has a passion for finances, especially tax mitigation, debt reduction, and proper cash management.  After more than 20 years working for large Fortune 500 corporations in the aviation industry and helping individuals get their finances under control, Dan started what is now Trebon Financial Strategies with a focus on tax-advantaged retirement options teaching people How Money Works so they can make better informed decisions.

Dan is certified by the International Association of Business Mediation Consultants, holds a certificate for Successful Negotiations from Dale Carnegie Training, and is a member holding, or having held board positions on several local business associations. He has continued to serve the aviation community in various capacities which have included serving on the Aviation Advisory Board for Everett Community College and the Paine Field Community Council. He continues to serve the aviation community at a local flight museum.

Marishka Pilch and Larry Gill

Marishka Pilch and Larry Gill

Is your retirement income tax free?

This is a very important question to ask yourself and if the answer is “no” then it makes sense to find out how to make it tax free.

Dan Blanchard has a passion for finances, especially tax mitigation, debt reduction, and proper cash management.  After more than 20 years working for large Fortune 500 corporations in the aviation industry and helping individuals get their finances under control, Dan started what is now Trebon Financial Strategies with a focus on tax-advantaged retirement options teaching people How Money Works so they can make better informed decisions.

Dan is certified by the International Association of Business Mediation Consultants, holds a certificate for Successful Negotiations from Dale Carnegie Training, and is a member holding, or having held board positions on several local business associations. He has continued to serve the aviation community in various capacities which have included serving on the Aviation Advisory Board for Everett Community College and the Paine Field Community Council. He continues to serve the aviation community at a local flight museum.

Derek Louw

Derek Louw

Is your retirement income tax free?

This is a very important question to ask yourself and if the answer is “no” then it makes sense to find out how to make it tax free.

Dan Blanchard has a passion for finances, especially tax mitigation, debt reduction, and proper cash management.  After more than 20 years working for large Fortune 500 corporations in the aviation industry and helping individuals get their finances under control, Dan started what is now Trebon Financial Strategies with a focus on tax-advantaged retirement options teaching people How Money Works so they can make better informed decisions.

Dan is certified by the International Association of Business Mediation Consultants, holds a certificate for Successful Negotiations from Dale Carnegie Training, and is a member holding, or having held board positions on several local business associations. He has continued to serve the aviation community in various capacities which have included serving on the Aviation Advisory Board for Everett Community College and the Paine Field Community Council. He continues to serve the aviation community at a local flight museum.

Kim

Kim

Is your retirement income tax free?

This is a very important question to ask yourself and if the answer is “no” then it makes sense to find out how to make it tax free.

Dan Blanchard has a passion for finances, especially tax mitigation, debt reduction, and proper cash management.  After more than 20 years working for large Fortune 500 corporations in the aviation industry and helping individuals get their finances under control, Dan started what is now Trebon Financial Strategies with a focus on tax-advantaged retirement options teaching people How Money Works so they can make better informed decisions.

Dan is certified by the International Association of Business Mediation Consultants, holds a certificate for Successful Negotiations from Dale Carnegie Training, and is a member holding, or having held board positions on several local business associations. He has continued to serve the aviation community in various capacities which have included serving on the Aviation Advisory Board for Everett Community College and the Paine Field Community Council. He continues to serve the aviation community at a local flight museum.

Denise Stuart

Denise Stuart

Is your retirement income tax free?

This is a very important question to ask yourself and if the answer is “no” then it makes sense to find out how to make it tax free.

Dan Blanchard has a passion for finances, especially tax mitigation, debt reduction, and proper cash management.  After more than 20 years working for large Fortune 500 corporations in the aviation industry and helping individuals get their finances under control, Dan started what is now Trebon Financial Strategies with a focus on tax-advantaged retirement options teaching people How Money Works so they can make better informed decisions.

Dan is certified by the International Association of Business Mediation Consultants, holds a certificate for Successful Negotiations from Dale Carnegie Training, and is a member holding, or having held board positions on several local business associations. He has continued to serve the aviation community in various capacities which have included serving on the Aviation Advisory Board for Everett Community College and the Paine Field Community Council. He continues to serve the aviation community at a local flight museum.


The Money Symposium starts in:

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Details:

September 29, 2021  8:00am – 3:00 pm.

Best Western Plus Coeur d’Alene Inn

506 W Appleway Avenue, Coeur d’Alene, Idaho  83814

$79.00 tuition includes continental breakfast, full lunch

SMALL GROUP – Plenty of time for questions

Nothing will be sold at this event.