Coastal REIA Monthly Meeting (Wilmington, NC)

[Rebecca Mickler]

Strategies For Achieving Your Goals

Join us Thursday for a two prong strategy on lending & investing real estate funds to achieve your financial goals. Kate Medina, a Senior Financial Advisor with Merrill Lynch Wealth will discuss retirement plans & wealth management and be followed by a panel of expert, local lenders who will share the scoop on how to get the loans you need to fund your deals!

• What is an individual K retirement plan & what makes this plan different?
• How can you borrow against your retirement funds?
• What can a Wealth Management Adviser do for you?
• How do you qualify to work with the wealth management department or a private banker?
• How can I borrow against my stocks or CD’s?

Finding The Right Lender

Borrowing is not that hard if you know how it works! Learn how different lenders work and which is the best to accomplish your flips, long term holds or business ideas. Our panel will include

• Mark Vernon – Guaranteed Rate
• Lee Bunch of Crescom Bank
• Daniel Richardson of Pantheon Private Lending

They will cover:

• What do each of these lender look for in a borrower?
• What loan programs do they offer?
• What are the best loans to use for flips or long term holds and why?
• What does the loan process involve? Documents.. Timeline..
• What is a financial statement & do I need one?
• What documents should I have ready?

As always, pizza and drinks will be served before the meeting begins! Come early to eat and network with other successful real estate investors!