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National Invitational Marketing Session - Austin, Texas

The Society of Exchange Counselors

        cordially invites you to participate in our

National Invitational Marketing Session

Austin, Texas

March 7-10 , 2010

Marketing · Production · Benefits Sessions

7:30 a.m. - 5:00 p.m. Monday 

9:00 a.m..- 5:00 p.m. Tuesday

9:00 a.m. - 4:00 p.m. Wednesday

 

The Production Committee promises a rewarding and productive meeting.  Insuring that this meeting will be a success will be such nationally recognized moderators as:

Stephen D. Barker, S.E.C., CCIM

Betty Beachum, S.E.C.

Ted Blank, S.E.C., CCIM

Ron Bowden, S.E.C., CCIM

Jim Brondino, S.E.C., CCIM

Larry Browning, S.E.C.

Steve England, S.E.C., ALC

Hank Haden, S.E.C.

Mark Johnson, S.E.C., CCIM

Harry Kennerk, S.E.C.

Virgil Opfer, S.E.C.

William F. Richert, S.E.C., CCIM

William Stonaker, S.E.C., CCIM

Chuck Sutherland, S.E.C.

Lance C. Warner, S.E.C.

James T. Wilson, S.E.C.

S.E.C. National Marketing Sessions

For more than 49 years, the Society has been the nation's leader in Creative Real Estate Marketing.  Guests are reminded that success at an S.E.C. Marketing Meeting requires effective client counseling. Understanding your client’s objectives before your attendance is a prerequisite to success.

All properties listed on the S.E.C. Web site, in the meeting marketing book, and all moderated presentations during an S.E.C. meeting, must be exclusive listings, or Owner or Partner controlled properties.  Be prepared for success!

Sunday evening we will host a cocktail party from 6:00 p.m. to 7:00 p.m. at the hotel. Monday evening and Tuesday evening we will host functions for networking and fun.  The Spouses and Friends Luncheon will be held on Tuesday.

Online Guest Registration:  www.secounselors.com

Invited guests must register for the meeting, and enter their packages online.  If you have not previously registered online, please email the S.E.C. Office at sec@secounselors.com to request your personal Guest ID and Password.

 

Registration is limited!  Make your commitment early!  Guest registration will close when we fill the room, on or before Package Cut Off Day.  We do not accept guest registration after Package Cut Off Day, February 25, 2010, and your registration is not guaranteed until you receive confirmation via email from the S.E.C. Office. 

 

Guest Meeting Fee:  $575.00

(If registered but fees are paid after 2/25/10)

 

Early Registration:  $475.00

(If registered and all fees are paid by 2/25/10)

 

Spouse/Friend Fee:  $120.00

(Includes hosted spouse/friend breakfasts & luncheon)

 

Cancellation Fee before 2/25/10:    $  50.00

Cancellation Fee after 2/25/10:       $100.00 

 

Hotel & Travel Information

Sheraton Austin Hotel

701 East 11th Street

Austin, TX  78701

The special room rate for meeting attendees is $145.00 single or double.  Make your hotel reservations via telephone (888) 627-8349 or visit

The Society Of Exchange Counselors National Marketing Session  to reserve your room online.

 

The local number for the hotel is (512) 478-1111 and the fax number is (512) 478-3700.  Make your hotel reservations early; we have a limited number of rooms available.   The cut off day for reservations is February 13, 2010. 

 

Visit www.sheratonaustinhotel.com to learn about the hotel, and visit www.austintexas.org to learn about the Austin area.   If you need a rental car, call AVIS, (800) 331-1600 and give our AWD# D833386 for special rates.

 
A Full Day of Education in Austin, Texas, March 7, 2010

S.E.C. Education Foundation

presents:

“Investing in Real Estate with Your New Roth IRA”

Tom Anderson, CEO

PENSCO Trust

Tom Anderson, CEO, President & Founder of PENSCO Trust Company is a recognized national expert, speaker, and author on the topic of self-directed IRAs.  He is frequently quoted in magazines such as Fortune, Forbes, Kiplinger's, and Bottom-line Financial. 

PENSCO Trust is a national leader in providing self-directed IRA & individual 401(k) education and custodial services to investors interested in diversifying their tax-sheltered portfolios beyond the limited options of publicly-traded investment product.  By now you are probably aware of the new rule permitting conversion from a traditional IRA to a Roth IRA , regardless of your income or tax-filing status. This ruling, effective January 1st, 2010, also allows you to spread the tax impact of the conversion over three years - skipping 2010 altogether and splitting the tax between the 2011 and 2012 tax years.  This course will familiarize you with the tax and planning benefits associated with a Roth IRA.

 

Course Topics:

•  New 2010 rules for rolling your IRA over to a ROTH IRA

 

• The Advantages of the New ROTH IRA

 

• How to set up a “Self Directed ROTH IRA” for Real Estate                    Investment

 

“Tax Strategies for Self-Employed Commercial R.E Professionals”

Thomas Rich

The Bradford Company

Thomas Rich, the Bradford Company, is an accomplished professional speaker who draws from a diverse professional background to relate the Tax Strategies Live course in an engaging and useful way.  Clients from various professional groups and the insurance, financial, and real estate industries have all given Thomas high marks for his communication skills. As a corporate leader and business executive, Thomas has worked in the computer, petroleum, retail, wholesale distribution, and automotive industries.   This professional experience adds a tremendous amount of real-world insight and practical applications to Thomas’ Tax Strategies Live program. 

Learn how to:

•   Identify $7,500 or more in Self-employed Tax Deductions

•  Turn “Tax Dollars” Back into “Your Dollars”

 

•  Maximize Your Deductions for:

    Entertainment Strategies, Stimulus package deductions,

    Home office deductions, Travel deductions, Audit proofing,  

    Expenses vs. IRS Method Mileage,                                                     

 

•  Help your Accountant Help You!

 

 •  How to Find “$100 a Minute” Using these Strategies

 

 

 

 

Austin, Texas

Sunday • March 7 • 2010

 

9:00 a.m. to Noon:

 “Investing in RE with your New Roth IRA”

1:00 p.m. to 4:00 p.m.

“Tax Strategies for Self-Employed Commercial RE Professionals”

COST:  

$95.00  (Includes Course Materials & Continental Breakfast)

 

Education Only:  Register online www.secounselors.com for both courses by clicking the Education Only menu tab to register.  You may pay your via credit card online, or by mailing your check in advance

OR:

Meeting Attendees: Register online www.secounselors.com for both courses when you register for the marketing session.

_______________________________________________________

Hotel & Travel Information

Sheraton Austin Hotel

701 East 11th Street

Austin, TX  78701

The special room rate for meeting attendees is $145.00 single or double.  Make your hotel reservations via telephone (888) 627-8349 or visit

The Society Of Exchange Counselors National Marketing Session  to reserve your room online.

 

The local number for the hotel is (512) 478-1111 and the fax number is (512) 478-3700.  Make your hotel reservations early; we have a limited number of rooms available.   The cut off day for reservations is February 13, 2010. 

 

Visit www.sheratonaustinhotel.com to learn about the hotel, and visit www.austintexas.org to learn about the Austin area.   If you need a rental car, call AVIS, (800) 331-1600 and give our AWD# D833386 for special rates.

 
 

 
S.E.C. Meeting Information

MEETING DATES

March 7-10, 2010
Sheraton Austin - Austin, Texas

$145 single/double
Reservations: (888)627-8349
Local Telephone: (512) 478-1111
Hotel Reservation Cut Off Date: 2/13/2010
www.sheraton.com/austin

S.E.C. Meeting Information
Early Registration Date: 2/25/2010
Package Cut Off Date: 2010-02-25


May 16-19, 2010
Intercontinental at the Plaza - Kansas City, Missouri

$149 single/double
Reservations: (866) 856-9717
Local Telephone: (816) 756-1500

Hotel Reservation Cut Off Date: 4/23/2010
www.ichotelsgroup.com

S.E.C. Meeting Information
Early Registration Date: 5/06/2010
Package Cut Off Date: 2010-05-06


September 19-22, 2010
Hilton Indianapolis - Indianapolis, Indiana

$129 single/double
Reservations: (800) 315-1906
Local Telephone: (317) 972-0600
Hotel Reservation Cut Off Date: 8/27/2010
www.indianapolis.hilton.com

S.E.C. Meeting Information
Early Registration Date: 9/09/2010
Package Cut Off Date: 2010-09-09


November 14-17, 2010
Marines' Memorial Club - San Francisco, California

$159 single/double Standard Room
$174 singe/double Deluxe Room
Reservations: (800) 562-7463
Via email: reservations@marineclub.com
Hotel Reservation Cut Off Date: 10/22/2010
www.marineclub.com

S.E.C. Meeting Information
Early Registration Date: 11/04/2010
Package Cut Off Date: 2010-11-04


January 23-26, 2011
Planet Hollywood - Las Vegas, Nevada

S.E.C 50th ANNIVERSARY!
$139 single/double
Reservations: (877) 244-9474
Local Telephone: (702) 785-9455
Hotel Reservation Cut Off Date: 1/03/2011
www.planethollywood.com

S.E.C. Meeting Information
Early Registration Date: 1/13/2011
Package Cut Off Date: 2011-01-13


For information concerning S.E.C. marketing sessions, please contact:

Jackie Hellingson
Executive Director

Phone: (858) 488-3750
Email: sec@secounselors.com

Visit our web site for more information about the
Society of Exchange Counselors.
www.secounselors.com

 
 
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