Event of the Month
A venue for Connection, Education & Opportunities for Real Estate Professionals & Consumers
Pacific Sand Apartment Investment Opportunity Presentation
by Jim Shute
Comprehensive Holistic Family & Financial Planning
by Paul Vann
Market Update / Connecting buyers, sellers and Investors to Vetted Professionals
by Saeed Ghaffari
David Plummer III
Coach & Trainer
Chief Operating Officer
About the Event
Money, Real Estate & More monthly events provide transparency, literacy and education in real estate and financial services and related fields. Join us for 60 minutes of informative, motivational, and educational webinar with market updates, real estate buying, selling, financing and investment tips offered by our panel of speakers and a presentation of our keynote speaker, Paull Vann, Financial Advisor with Sagemark Consultants on all you need to know about holistic financial planning.
To avoid zoom bombing, meeting link & password is made available to registered guests only.
You will learn how to:
- Promote your products & services for free in our network
- Connect with the experts & the legends in our Business Partner Portal
- All for free – Free to Join & No Selling
- Holistic Wealth Management and Preservation
- Financially Protect Your Family Against Death & Disability
- Protect Your Assets From Creditors
- Proper Investment Strategy
- Avoid Probate Costs
- Designate Beneficiaries Correctly
- And much more….
- So Cal Real Estate Market Update
- County by County Stats (LA, OC, Riverside, San Bernardino, San Diego & Ventura)
- 5 Week Averages (Active Inventory, Closings, New & Old Listings)
- Introduction to the next month topic: Pacific Sands Fund B, Investment Opportunity
Saeed is the founder and the host of Money, Real Estate & More platform and podcast. He has over 5000 followers on Linkedin and has produced 30+ podcast episodes on real estate and financial topics. His listenership reaches 11 countries and 24 states within the U.S.
He has over 30 years of experience in real estate as a lender overseeing more than 3000 transactions and as an investor in over 100 projects in multiple states in the country.
He graduated from Cal State Fullerton in 1986 with bachelor’s degree in electrical engineering. Engineer turned into real estate professional and an ardent entrepreneur, he started and ran multiple successful businesses. In 2018 he came up with a vision to offer transparency, literacy and connection to home buyers, sellers and investors and connect them to the experts and professionals in real estate, financial and related services, all in one platform, Money, Real Estate & More
Topic: So Cal Real Estate Update
David Plummer III
A 35-year veteran of the title insurance industry, Pepperdine grad
David Plummer III brings tremendous knowledge and experience to his craft. He has received numerous awards in his career including Sales Person of the Year nine times. He has held a number of positions in the title industry, including Sales Manager and Regional Sales Trainer. One of his greatest attributes is his ability to communicate with all real estate professionals, from top producers to the newly licensed agent. He takes great pride in the number of long term clients, relationships and friends he has in his business today. In 2013 David launched The DP3 Organization, his Real Estate Academy, which he and his team train and coach real estate professionals nationwide.
Topic: Master Ceremony
Paul has been serving clients since 1971 in a financial advisory capacity. His mission as a planner is to assist his clients in identifying opportunities for improving their current financial situation.
Paul employs strategies designed to help his clients reduce current taxes, optimize investments, plan for retirement and efficiently transfer wealth to their children, grandchildren and other chosen heirs. Paul provides unbiased advice and uncompromising personal service while guiding his clients towards achieving their goals for financial success. The work he begins with his clients today develops into long term relationships that allow for adjustments to their plan as life changes.
Paul served in the US Navy. Paul then attended New York University where he received a degree in business followed by an MBA received from UCLA.
Topic: Comprehensive Holistic Family & Financial Planning
Jim Shute manages the day-to-day operations for Pacific Sands Funds as Managing Partner and Chief Operating Officer. Prior to starting Pacific Sands, Jim founded J.W. Shute International in 1996, a company that provides quality development and real estate consulting services to a select clientele. J.W. Shute International has updated and repositioned over 80 single family rental properties throughout Southern California and Nevada and has developed several single family and multifamily projects over the last 20 years. Jim graduated from University of California, Berkeley and has an MBA from the University of Southern California.
Topic: Prelude to next month topic, Holistic Wealth Management & Preservation