Inside this Issue – Spring 2017
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Welcome to the spring 2017 issue of the S.E.C. Observer. In this issue, Nick J. Esterline, S.E.C., the 2017 president of the Society, imparts an important life lesson that his mother taught him about patience.

Ernie Eden, S.E.C., summarizes the “fifteen-year history of a triplex” and a series of creative financing techniques that he used to solve ownership problems along the way.  Ted Blank, S.E.C., imparts why “improvement, not perfection” should be your goal.

Chase Magnuson demonstrates a “bargain sale technique” to solve complex ownership issues, and Bob Steele, S.E.C., shares a list of “information to obtain in counseling.” The S.E.C. Education Foundation’s 2017 president, Paul M. Winger, S.E.C., asks you to do some “homework” in advance of upcoming education.

The “Society News Briefs” section includes information about our future meetings in Reno, Nevada, and Indianapolis, Indiana as well as information about our upcoming courses, Cutting Edge Strategies – Tax, Asset Protection & Trust/Estate Planning, to be presented by Peter Karl III, Esq., in May, and Understanding Your Client, which Ted Blank will present in September.

Our “In the Spotlight” section features Marilee Anderson and illustrates her interesting path to becoming a Counselor. Cliff Weaver, S.E.C., admits that real estate brokerage is sometimes “heavy and a challenge,” and, in the “History Files,” Warren Harding, S.E.C., explains how to get “free advertising,”

Enjoy this issue. As always, we welcome your comments, suggestions, and submissions of articles to be considered for publication. Please contact the S.E.C. office via e-mail at sec@secounselors.com.

Jackie Hellingson
Editor, S.E.C. Observer

S.E.C. President’s Message

Patience Is a Virtue
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When I was a little boy—in fact, all throughout the years as I grew up—my Mother had a saying that used to drive me NUTS!  Anytime I was anxious for something to happen (ie., Christmas, birthday, school to get out, etc.), she would always say to me, “Nick, patience is a virtue, and one that […]

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Feature Articles

Fifteen-Year History of a Triplex
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This is a whole series of creative financing techniques used on one property over a 15-year period. In 1999, I had a client who was in a pickle. She was living in an assisted living facility, but she still owned a residential triplex where she had lived for many years previously. She had given power […]

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Society Columns

Improvement — Not Perfection
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Recently I was at a dinner with a group. One of the attendees was clearing and wiping the table. I was having a little fun with him, and said, “You missed a spot” and pointed. He calmly looked at me and said, “I’m working on improvement, not perfection.” A lot of life is like this—can […]

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In the Spotlight

Marilee Anderson, S.E.C.
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Biography Marilee Anderson, S.E.C. Marilee was born and raised in Omaha, Nebraska.  Her mother was a stay-at-home mom, and her father was an entrepreneur with retail stores specializing in western wear that catered to the stockman and equestrian market.   Her maternal grandfather, an architect, was an inspiration to Marilee.  She was a cheerleader and figure […]

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The S.E.C. History Files

It’s Heavy and It’s a Challenge
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Editor’s Note:  This article first appeared in the April 1975 issue of the Real Estate News Observer 1975 EDITOR’S NOTE: In mid-Janu­ary, the National Society of Ex­change Counselors elected Clif­ford Weaver as its President. He replaces Richard R. Reno of San Diego, California, who was presi­dent and founder of the Society. Reno has received every […]

:: read this article Free Publicity
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The essence of good publicity is involvement. Realtors must get involved in things other people are doing if they expect to get publicity. There is an old saying in the Public Relations business that sounds something like, “There is no such thing as Bad Publicity – only Bad Advertis­ing,” which, when translated into plain talk, […]

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S.E.C. Education Foundation

S.E.C. Education Foundation News
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Paul M. Winger, S.E.C. 2017 S.E.C. Education Foundation President Homework.  Remember how much you dreaded doing your homework when you were a kid?  As an adult, the only thing more inconvenient might be continuing education requirements.  Getting started and getting through it could be arduous and tedious, but I for one, always felt like it […]

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Formulas and Strategies

Bargain Sale Technique
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Bargain Sale Technique A Rarely Used Technique to Solve a Client Property Liquidation Issue Chase Magnuson, CFO Society of Exchange Counselors members often are retained by clients with complex ownership issues.  As problem solvers, members use many seldom-used, creative concepts to reach an acceptable resolution for their clients.  The use of charitable bargain sales arrangements […]

:: read this article Information to Obtain Through Counseling
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This is a guide list. You will have to develop the specific things you need depending on the
requirements of each individual client case.

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Society News Briefs

S.E.C. Marketing Conference May 2017
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S.E.C. National Invitational Marketing Session Reno, Nevada May 21–24, 2017 The S.E.C. National Invitational Marketing Session will be held at: Peppermill Reno 2707 South Virginia Street Reno, NV  89502 Call (866) 821-9996 to make your reservation. Make your hotel reservations early, as we only have a limited number of rooms available. The cutoff date for […]

:: read this article Cutting Edge Strategies
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Cutting Edge Strategies – Tax, Asset Protection & Trust/Estate Planning Reno, Nevada May 21, 2017 The S.E.C. Education Foundation and the Society of Exchange Counselors are pleased to announce that Peter Karl, III, Esq., will present Cutting Edge Strategies – Tax, Asset Protection & Trust/Estate Planning from 9:00 a.m. to 5:00 p.m. on May 21, […]

:: read this article S.E.C. Marketing Conference September 2017
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S.E.C. National Invitational Marketing Session Indianapolis, Indiana September 10–13, 2017 The S.E.C. National Invitational Marketing Session will be held at the: Alexander Hotel 333 S. Delaware Street Indianapolis, IN  46024 Call (855) 200-3002 to make your reservation. Make your hotel reservations early, as we only have a limited number of rooms available. The cutoff date […]

:: read this article Understanding Your Client
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Understanding Your Client Ted J. Blank, S.E.C. Indianapolis, Indiana September 10–13, 2017 The S.E.C. Education Foundation and the Society of Exchange Counselors are pleased to announce that Ted J. Blank, S.E.C., will present Understanding Your Client from 9:00 a.m. to 5:00 p.m. on September 10, 2017, in Indianapolis. Some of the highlights and subjects: This […]

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