National REIA Now: Estate Planning with Mary Hart

Every month National REIA meets virtually on zoom to bring us the latest legislative updates, the latest benefits updates and generally a great guest speaker on a topic of interest for our members.

Note that as a Member of MAREI, you are also a member of National REIA, that’s one of our benefits.

November Advocacy Update with Charles Tassel

This month Charles Tassell shares about all the political posturing for our benefit and the media’s benefit. Then takes a look brief look at the issues of Junk Fees in the Renter’s Rights Saga. He also mentioned that while Foreclosures are at record lows, the small local and regional banks may be seeing a lot more foreclosure activity. Also, be sure to keep the Corporate Transparency Act in mind, they shared this in October’s National REIA Now featuring Attorney Jeff Watson.

November National REIA Benefits Update

CamaPlan

The new Preferred Self Directed IRA Administrator is CamaPlan. CamaPlan is a leading self-directed retirement account provider that empowers individuals to take control of their retirement investments. With nearly two decades of experience, CamaPlan offers a wide range of self-directed retirement account options, including IRAs, 401(k)s, and HSAs, allowing investors to diversify their portfolios with alternative investments such as real estate, private equity, and more.

Members can choose CamaPlan and save up to $784, including a free consultation with the founder, one year of VIP customer service, and the opportunity to set up a new account for only $1. Plus, there are no annual fees until your first investment. You’ll also receive one free expedited transaction processing and two complimentary outgoing wires for your real estate deals. Now through December 31st, open a new account and fund it for $1 No Annual Fees until your first deal.

Log in at MAREIMember.com to access this member’s benefit along with all the others.

Unbridled Wealth

New in 2023 as a National REIA Vendor, Unbridled Wealth offers custom financial strategies to fit your income level. Offering life as well as disability insurance and pairing that with Infinite Banking so you can be your own bank.

Jason Powers joined the call to talk about their instant term life insurance product that is coming out.

Estate Planning with Mary Hart

Mary Hart is a retired attorney with over three decades of experience facilitating real estate transactions, business setups, and wealth preservation strategies. Presently, she spends her time as an active residential and commercial real estate investor, a nationally recognized speaker and educator, a consultant to real estate investors, professionals, and small business owners, and a mentor through the AIM Higher Academy, which she founded in 2022 to help others create financial freedom and leave a lasting legacy.

She joined National REIA to talk about your Ultimate Love Letter, which you put in place for your heirs to make it easier for them after we pass or become incapacitated.

  • Health Care Power Of Attorney
  • Durable Power of Attorney
  • HIPPA Waiver
  • Medicaid Medical Guardian
  • Last Will & Testament
  • More

The October Meeting is just under an hour, take time to watch it now – you can fast forward as needed:

Next Month’s National REIA Now: Special Guest – Mike Smith, Tax Outreach, Partnership and Education, Internal Revenue Service on Tuesday December 12th at 2 pm Central: Register Nowhttps://www.mareimember.com/Events.aspx?ID=National-REIA-Now-Tax-Outreach-37-12-12-2023

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