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MAREI September Meeting: Estate & Business Planning: Protect What You’ve Built
📍 New location this month! We’re meeting at the Holiday Inn off 87th & I-35 — come early for the trade show and networking, and find us.
We pour real effort into building wealth and almost none into keeping it. This meeting covers the piece we skip—the legal and tax moves that get what you’ve built to your heirs. Start your plan, or stress-test the one you have.
When you're gone, what actually becomes of everything you own?
Set aside who inherits it for a second. What literally happens to it—in the eyes of the law and the IRS—in those first few weeks?
For anyone who’s never put a plan on paper, it’s usually a scramble: accounts frozen, probate court involved, a tax surprise nobody budgeted for. And if you do have a will and a trust? You may believe it’s handled—yet a trust only shields what’s genuinely been moved inside it, and a surprising number of “I’ve got a plan” investors are sitting on gaps they’ve never spotted.
"But I don't have any Assets Yet" or "I Already Set that Up"
Blank slate or decades deep, you’ll leave ahead: newcomers learn exactly what to put in place, and the already-done crowd finds out whether they truly are. At the very least, you’ll be far readier to settle a parent’s estate—or help a seller work through theirs.
Your Instructors
Carrying the legal half is estate attorney Rebecca Auriemma (Anderson & Associates), who’ll show what a real, complete plan looks like—trusts, the paperwork every owner should have, and the funding step investors so often overlook. CPA Dan Marlow (Valor Business & Tax Service) then takes the tax angle, so your family ends up with a clean handoff instead of a headache. We’ll begin with a few words from investor Michelle Winberry, who’s lived this over the past year, and close with live Q&A.
Wherever you are—first week or thirty years in—this night is for you. Can’t be there in person? The replay lands in the member library. Just don’t let it slide by. This may be the single most important MAREI meeting you’ll ever sit in on—so bring your spouse, a parent, a grown child, or a sibling as your first-time guest.
RSVP Or Get Your Guest Pass
Cost: FREE for MAREI members and first-time guests. Not a member yet? This is the perfect night to join—or pay the $35 guest fee at the door. Either way, come see us.
📍 REMEMBER, WE’VE MOVED — Holiday Inn & Suites, OP West · 8787 Reeder Road, Overland Park, KS 66214
🗓️ Tuesday, September 8, 2026 · 5:30–8:30 PM
Tuesday gives you the picture of what a full plan should contain. Ready to sit down and actually assemble yours—the inventory, the “if something happens to me” file, the whole operating system? Robert Mohon’s Saturday Master Class is where you do it.
MAREI Online Master Class: How to Die Right as a Real Estate Investor (And What to Do if You Don’t Die, But Can’t Run the Business) with Robert Mohon · Live on Zoom
Tuesday’s MAREI meeting covers what you need in place from a legal and tax standpoint. This Master Class is where you actually build it — an estate planning master class for real estate investors that walks you through how to build your personal death (or disability) operating system your heirs can genuinely follow.
The goal: they inherit the legacy you built for them, not a giant mess.
What if Something Happened to you Tonight?
So ask yourself one plain question: if something happened to you tonight, would anyone know what to do with all of it in the morning?
Most investors assume a will or a trust has it handled. Yeah — right.
Because if you’re alive but can’t make decisions, who steps in to collect the rents, pay the bills, manage the rehabs, sign the contracts, deal with your lenders and partners, and protect your income? And if you’re gone, will your family know what you own, where the documents live, which deadlines can’t slip, who to call, and what to keep versus sell?
You have a lot to manage: rentals, notes, partnerships, LLCs, seller-financed deals, options, other assets . . . could someone step in and figure it out.
For a lot of investors, that’s a hard no. And if these things don’t get managed, all that generational wealth you’ve built gets damaged and lost — see our blog post of the $2.8 M portfolio reduced to less than $300k in 2 years by the attorney in charge.
Build a Real World Oparating System for Your Financial Live
In this practical workshop, Robert Mohon will help you build more than an estate plan.
You’ll begin creating a real-world operating system for your financial life.
You’ll discover how to:
- Identify what happens to your assets if you die or become incapacitated
- Determine who has authority to act in each situation
- Inventory your real estate, entities, debts, contracts, and unusual assets
- Identify financial and contractual “time bombs” that require immediate attention
- Spot weaknesses in wills, trusts, powers of attorney, beneficiary designations, and entity documents
- Choose the right people to make legal, financial, and real-estate decisions
- Create an “If Something Happens to Me” operating file
- Build a practical action plan to protect your family and your legacy
If your goal is true generational wealth, start with our discussion at the MAREI Meeting and then add this class so you are ready to sit down with your own Trust Attorney and CPA and Financial Advisors.
eptember 10. Membership is only $25/month, so joining first is the smarter move — you save $50 on this class and get the rest of our meetings, benefits, and library. After September 10, it’s $67 for members and $127 for non-members. Express Success Coaching Students attend FREE (you still need to register).
Yes, this workshop is recorded — every registrant gets the recording, so sign up even if you can’t attend live. And it’s backed by a 100% satisfaction guarantee, or your money back.
🗓️ Saturday, September 12 · 8:00 AM–2:00 PM Central · Live on Zoom
Real Estate Investor Basic Training | Sept 26-27 | MAREI
Real estate investing has built lasting income and wealth for ordinary people through every kind of market — high interest rates and low, booms and recessions, buyers’ markets and sellers’. The market changes; the fundamentals of a good deal don’t. This Real Estate Investor Basic Training is a two‑day online workshop that shows you exactly what those fundamentals are, so you can recognize, evaluate, finance, and close your first deal with confidence — in this market and the ones that come after it.
You’ll learn how real investors do successful deals: not hype, not the latest “secret strategy,” but the skills that actually build a real estate business.
What You’ll Learn in This 2‑Day Basic Training
Over two days, veteran investor Vena Jones‑Cox walks you through the core skills of profitable real estate investing:
- What a successful deal really means — and why the goal is a property that produces the income or profit you intended
- The 5 basic exit strategies — wholesale, retail, rental, rent‑to‑own, and selling with financing — and how to choose the right one
- How to find off‑market deals with room for a better price, better terms, or both
- How to determine what a property is actually worth before you make an offer
- How to finance deals when you have money and credit — hard money, DSCR loans, and conventional financing
- How to control property without your own cash or credit — subject‑to, owner financing, and master leases
- How to negotiate more effectively and uncover what a seller really needs
- How to avoid the costly mistakes new investors make — and how to get help on your first deals without paying a fortune
Meet Your Instructor: Vena Jones‑Cox
Vena Jones‑Cox has been investing in real estate for 35 years and has completed more than 2,000 deals — flips, rentals, lease/options, seller‑financed deals, private loans, and creative acquisitions — through multiple market cycles. She has been featured in Money Magazine, USA Today, Reader’s Digest, and Gary Keller’s bestseller The Millionaire Real Estate Investor. In this Real Estate Investor Basic Training she teaches the same fundamentals she has used to build a multi‑decade investing career — the skills successful investors rely on in every market.
Who Should Attend
- New investors about to do — or seriously considering — their first deal
- Experienced investors who want to sharpen the fundamentals for today’s market
- Anyone who wants to evaluate deals with confidence instead of guessing
Event Details
Frequently Asked Questions
When is the Real Estate Investor Basic Training?
It runs Saturday and Sunday, September 26–27, 2026, from 8:00 AM to 3:00 PM Central time both days, online via Zoom.
How much does it cost?
Registration is an early‑bird $47 for everyone — members and non‑members — through September 24. After that it’s $67. MAREI Express Success Members attend free but still need to register.
Is the workshop recorded?
Yes. The full workshop is recorded and every registrant receives the recording, so you can register even if you can’t attend both days live.
Do I need money or good credit to get started in real estate?
No. Vena covers how to finance and control property both ways — with your own money and credit (hard money, DSCR loans, conventional financing) and without it (subject‑to, owner financing, and master leases).
Is this good for beginners?
Absolutely. It’s built to give new investors a solid foundation before their first deal — and experienced investors a fundamentals refresh for the current market.
Who teaches it?
Vena Jones‑Cox, a 35‑year real estate investor with 2,000+ completed deals, hosted by MAREI — the Mid‑America Association of Real Estate Investors, serving investors since 2004.
Reserve your spot and spend two days building the foundation successful investors rely on.