South Jersey Real Estate Investors Association

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Newbie's (New Investors) - Boosting Returns/Lowering Taxes: RE Investing w/Your IRA/401k

with... Joe Fulvio

SJREIA members attend free -- visitors pay $20

Monday, April 7, 2025 6:30 PM - 8:30 PM
Falcon Diner
297 Crescent Blvd (at the Circle) Brooklawn, NJ 08030

SJREIA Newbie's (New Investors) - Brooklawn, NJ - 6:30pm
FALCON DINER - 297 Crescent Blvd (at the Circle), Brooklawn, NJ

Meeting the 1st Monday of the month

SJREIA Members attend FREE -- visitors pay $20

Boosting Returns and Lowering Taxes by Investing in Real Estate with Your IRA/401k

Joe Fulvio, CamaPlan - (215) 283-2868 | engage@camaplan.com | 122 E Butler Ave, Suite 100, Ambler, PA 19002 | www.CamaPlan.com

If you’re thinking about investing in real estate, one great way to do it is by tapping your IRA or 401k -- and those of others. Join us as CamaPlan explains how to harness this powerful investment tool and create generational wealth. You’ll learn –

  • What is true self-directed investing and how does it differ from traditional investing?
  • How types of self-directed accounts differ – and which is right for you?
  • Which types of real estate investments can you make with an IRA or 401k?
  • What other types of investments can you make?
  • What kinds of investments and transactions are prohibited?
  • How does investment performance differ inside and outside self-directed IRAs and 401Ks?
  • How does operating real estate investments differ inside and outside an IRA or 401k?
  • How can you invest in bigger deals than you have money for?
  • What are the steps to setting up real estate investments in an IRA or 401k?
  • How to get started – NOW?

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.

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JOE FULVIO
(215) 283-2868 | engage@camaplan.com | 122 E Butler Ave, Suite 100, Ambler, PA 19002 | www.CamaPlan.com

Meeting Details:
Where:
FALCON DINER
 - 297 Crescent Blvd (at the Circle), Brooklawn, NJ

Time: 6:30 to 8:30 pm
(come early at 6pm to network -- speaker begins at 7pm)

Cost: Members attend for FREE – Visitors pay $20

When: First Monday of the month

New members are welcome to join at any meeting.  JOIN as a member the same night and we'll apply your visitor fee toward a new membership - 30-day digital membership of $20 or an annual membership of $150.

MISSION STATEMENT: This group was created to educate not only new investors but also offer a variety of topics to sharpen the skills of seasoned investors as well. If not now, when?!


Leader: 
Carmen Sarlo
Carmen is a seasoned investor and realtor.  He will share years of investing experience with you to help you get started in real estate investing. Carmen is currently the Vice President on SJREIA's Executive Board.

Visitors are welcome to join at any meeting!
BECOME a member
 the same night (various membership options available, see below) and we'll credit your visitor fee toward your membership.
Email info@sjreia.org to receive your discount promo code.
Membership benefits include:

  • FREE admission to all main and subgroup meetings
  • FREE participation in our online networking 24/7 chat forum
  • FREE access to our video resource library - 100's of hours of video replays from past meetings
  • FREE to join our Home Depot 2% back rebate program + get 20% off paint discounts (terms and conditions apply)

 

SJREIA Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments. more...


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  • Members, Login to Register with the Member's Price
Members:
FREE for Members
Non-Members:
$20.00

Date:  Monday, April 7, 2025
Time:  6:30 PM - 8:30 PM

Location:
Falcon Diner
297 Crescent Blvd (at the Circle)
Brooklawn, NJ 08030

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SJREIA Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.

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Marlton, NJ 08053
(856) 663-1133

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Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

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