Virtual Online Meeting!
SJREIA Financial Literacy Subgroup - 10am to Noon
MEETING ON ZOOM THIS MONTH ONLY!!!!!
SJREIA Members attend FREE -- Visitors pay $20
Everything you need to know about IRA's, Self-Directed IRA's and ROTH's
Presentation by Carl Fischer, CAMAPlan
Carl Fischer is a Cornell University graduate and third generation real estate developer. Carl began his investing career in the 1970’s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA.
Carl has implemented plans and managed over 20 million dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He presently has investments in PA, NJ, NY, FL, NC, and WI.
Carl’s unique background, education, experience, and empirical information relating to business, finance, technical requirements, scheduling and overall management makes him a key element in the success of his clients controlling their own financial future.
Professional Associations/Licenses:
- Certified IRA Services Professional (CISP) by The Institute of Certified Bankers #31901
- Certified Trust Specialist
- Certified Distance Education Instructor (CDEI) ID: 67663
- Delaware Real Estate Commission Instructor #101111
- New Jersey Real Estate Continuing Education Instructor #I1000134
- Certified Financial Planner Board of Standards Sponsor #2803
- National Registry of CPE Sponsors #112333
Publications: Co-Author of How to Invest in Real estate with Little or No Taxes “Grow Your Self -Directed Retirement Account with Non-Recourse Loans” July 2005 Issue, IRA & 401K Insights
CamaPlan - 122 E. Butler Ave Ste 100 | Ambler, PA 19002 - P 215.283.2868 | F 973.302.8622 - https://www.camaplan.com
CamaPlan is a long time SJREIA Business Affiliate
Subgroup Leader - Ron Odom
Since 1996, Ron Odom has invested in real estate. A diversified businessman, Ron has hands-on expertise and is a recognized authority in the areas of remodeling, buying, selling, leasing and management of single-family homes. Six months after purchasing his first investment property in 1996, Ron joined SJREIA, known then as SJI. Throughout the years, Ron has served on the Board of Directors for two terms. In 2009, Ron authored the wildly successful ‘Killer Profits Wholesaling Real Estate’, an e-book that tells it like it is in a down to earth format. His book provides step-by-step instructions to successfully wholesaling real estate in an ever-changing real estate market.
OUR MISSION STATEMENT - The purpose of SJREIA's Financial Literacy Subgroup is to empower members with financial education which can ultimately lead to prosperity and an ideal lifestyle. At every meeting we will attempt to impart as much information about financial literacy and financial freedom as we can.
Come join us!
MEETING DETAILS:
Time: 10am to noon
Location: ZOOM (this month only)
Cost: SJREIA Members attend FREE. Visitors pay $20
RSVP to let us know you're coming!