Select Page

Event of the Month

October 26, 21  –  6 pm (PDT)  –  on Zoom

 

A venue for Connection, Education & Opportunities for Real Estate Professionals & Consumers

Sponsored by:

More and More Network Sponsors

Meeting link & password is made available to registered guests only.

Topics

The Value of a Business Broker in a Business Sale/Purchase

by  Jim Moazez

Self-Directed IRA

by Kaaren Hall

Market Update / Connecting buyers, sellers and Investors to Vetted Professionals

by Saeed Ghaffari

Saeed Ghaffari Photo

Saeed Ghaffari

MoreAndMoreNetwork.com

Founder

David Plummer III

David Plummer III

DP3 Organization

Coach & Trainer

Program MC

Jim Moazez Picture

Jim Moazez

Zoom Business Brokers

Business Broker

Karen Hall

Kaaren Hall

uDirect IRA Services

CEO

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.

RSVP is required. Meeting link is made available to registered guests only.

You will learn:

  • Why Use a Business Broker in a Business Sales/Purchase Transaction
  • Why Avoid Selling Your Business By Owner
  • The Significant Difference Between Selling a Business by Owner Vs. Using the Services of a Competent Business Broker
  • How will pending legislation affect me as a SDIRA investor?
  • Can I still raise capital from IRAs if the proposals pass?
  • What are the two asset classes affected by this legislation?
  • 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)

Speakers

Saeed Ghaffari Photo

Saeed Ghaffari

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

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

Jim Moazez Picture

Jim Moazez 

Selling or buying a business is a very complex process. I know, I have sold and bought several businesses in my entrepreneurial career. As you know, it is imperative to choose the right professionals when running your business.

The same is true when exiting or entering a business. IT IS OF UTMOST IMPORTANCE TO PROPERLY STRUCTURE THE BUSINESS SALE. To do this, takes planning, coordination and the implementation of business enhancing practices. Working with you, I determine the true earnings of your business. This allows me to value your business using the income, market (comparable sales), and asset approach.

Once we have agreed upon the value, I will market your business the right way for the quickest and highest value on the market. I am a Certified Business Broker in California and a member of CABB. I offer a free business valuation and exit strategy for business owners in California.

Topic: Value of a Broker in a Deal

 

Karen Hall

Kaaren Hall

Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. She discovered a strategic way to put her 20+ years in mortgage banking, real estate, and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Through uDirect IRA, she has guided tens of thousands of Americans through the process of diversifying their investments using self-directed IRAs with $675 MM+ Under Management. Learn more about Hall and her thriving company at uDirectIRA.com

Topic: Self-Directed IRA

Share This