How to understand and navigate your Financial Portfolio

Accounting as a bases for understanding your portfolio

Event of the Month

Topic: How to understand and navigate your Financial Portfolio

Recording:

Speaker Panel and Topics

Karen Hall

Kaaren Hall

U-direct IRA

CEO/President

Topic: Accounting as a bases for understanding your portfolio

Martin Kettelhut

Martin Kettelhut

ListeningIsTheKey

Business Coach

Topic: Play and Your Growing Edge

Mike Rus Photo

Mike Ruscica

NoteConference

Coaching

Topic: Coach’s Corner Overview

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, Barry Eisen on Neuroscience hacks on how to improve your lifestyle and create wellness and energy.

To avoid zoom bombing, meeting link & password is made available to registered guests only.

You will learn about:

  • Accounting as a bases for understanding your portfolio
  • Play and your growing edge.

You will be introduced to:

  • So Cal Real Estate Market Update
  • Coach’s Corner

Coaches Bio

Karen Hall

Kaaren Hall

uDirect IRA Services

CEO/President

Kaaren Hall

Kaaren Hall is Founder and CEO at UDirect Services, a self-directed IRA custodian with $750 million in private investor retirement funds under management. She is also an accomplished investor in her own right, and runs the Orange County Real Estate Investors Association in California.
Martin Kettelhut

Martin Kettelhut

ListeningIsTheKey

Business Coach

Martin W. Kettelhut

“Doc” has coached groups and corporate teams, as well as individual entrepreneurs and executives for more than 20 years. “I’m a triple bottom-line driven coach:  profit, people, planet; and I like to partner with businesses with purpose.” Doc maintains that health and meditation are crucial factors in producing results. He holds a Bachelor of Arts degree in Music and Philosophy from Knox College, a Master’s degree in Music from Indiana University, and a Masters and PhD in Philosophy from Temple University. Doc is an avid swimmer, and classical pianist. He counts summiting Mount Kilimanjaro in August of 2000 among his highest achievements.
Mike Rus Photo

Mike Ruscica

NoteConference

Coaching 

Mike Ruscica

After attending and participating in several webinars with great mentors who still do this business today, Mike was able to begin earning 10x his income, and he did it all tax-free by utilizing his SDIRA. Mike is a very motivated individual who has a gift for teaching others. In fact, he has been teaching others from a young age. This life-long passion and experience has helped him to become a professional mentor.

Mike’s coaching program is life-changing. What everyone really wants is to be truly happy. We all hear about it on T.V, YouTube, or Facebook ads but, unfortunately we don’t all know how to get there. Mike has a gift for helping you to open up and realize your true potential.

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