Jersey Shore South - Somers Point, NJ - 6:30pm
LOCATION: Sal's Cafe Coal Fired Pizza - 501 New Rd, Somers Point, NJ 08244
SJREIA Members attend FREE -- Visitors pay $20
Meeting the 3rd Wednesday each month
Your FIRST SJREIA Meeting is FREE!! Use PROMO CODE SJREIA when you RSVP
Updated topic: Boosting Real Estate Investment Returns By 25%-40% With IRAs/401Ks
JOE FULVIO, CamaPlan
(215) 283-2868 | engage@camaplan.com | 122 E Butler Ave, Suite 100, Ambler, PA 19002 | www.CamaPlan.com
Reducing or eliminating taxes helps you keep more of what your investments earn
- What is self-directed investing and how does it work?
- How do self-directed IRAs differ from brokerage and bank IRAs?
- Which IRA account type(s) are best for you and your investments?
- How do self-directed accounts enable you earn bigger returns?
- What types of investments are allowed in self-directed IRA/401k accounts?
- What types of investments are prohibited in self-directed IRA/401k accounts?
- How do I get started? What are the steps? What if I don't have much money?
BIO: Joe Fulvio serves as a CamaPlan liaison to private equity, private lending and venture capital organizations, where he simplifies IRA/401k investing for these companies and their investors. Before this, he spent four decades working with start-up venture and growth company entrepreneurs and investors in a broad range of industries in the U.S., Europe and Asia, delivering measurable improvements in revenue growth, profitability and shareholder value. He now applies his market development and business operating experience to evaluating investment opportunities. As an enthusiastic advocate of self-directed IRAs and 401Ks, he brings an everyday investor's perspective to using these tools to build a portfolio and accumulate wealth. He is a graduate of St. Louis University, lives in Bucks County Pennsylvania and has been a CamaPlan client since 2015.
JOE FULVIO
(215) 283-2868 | engage@camaplan.com | 122 E Butler Ave, Suite 100, Ambler, PA 19002 | www.CamaPlan.com
LOCATION: Sal's Cafe Coal Fired Pizza - 501 New Rd, Somers Point, NJ 08244
TIME: 6:30pm to 8:30pm
COST: SJREIA Members attend FREE -- Visitors pay $20
Your FIRST SJREIA Meeting is FREE!! Use PROMO CODE SJREIA when you RSVP
- Please RSVP if you plan to attend
PLEASE plan to order something from the menu (they have great food!)
Focus Group Leader David Ingemi