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Available Workshops

 

NuView Events


Columbus – REALTOR CE Course Increase Your Commissions: Buying and Selling Using an IRA (3 FREE CE Credits)

Thursday, November 7, 2013
9:30 am - 12:30 pm

Columbus, OH

REGISTER


Cincinnati – Lunch-and-Learn Event (2 FREE CPE/CLE/CE for CFP Credits)

Friday, November 8, 2013
11:30 am - 1:30 pm

Cincinnati, OH

REGISTER


Independence – Advanced Self-Directed IRAs

Tuesday, November 12, 2013
9:30 am - 10:30 am

Independence, OH

REGISTER


Ft. Lauderdale – REALTORS Grow Your Business with Real Estate IRAs

Wednesday, November 13, 2013
10:00 am - 11:00 am

Ft. Lauderdale, FL

REGISTER


Cleveland – Lunch-and-Learn Event (2 FREE CPE/CLE/CE for CFP Credits)

Wednesday, November 13, 2013
11:30 am - 1:30 pm

Beachwood, OH

REGISTER


Lake Mary – Intro to Self-Directed IRAs

Tuesday, November 19, 2013
9:00 am - 10:00 am

Lake Mary, FL

REGISTER


Independence – Intro to Self-Directed IRAs

Tuesday, November 19, 2013
9:30 am - 10:30 am

Independence, OH

REGISTER


Ft. Lauderdale – Intro to Real Estate IRAs

Tuesday, November 19, 2013
2:00 pm - 3:00 pm

Ft. Lauderdale, FL

REGISTER


Independence – REALTOR CE Course Increase Your Commissions: Buying and Selling Using an IRA (3 FREE CE Credits)

Friday, November 22, 2013
9:30 am - 12:30 pm

Independence, OH

REGISTER


Non-NuView Events

 

BREIA 2013 Real Estate Expo

Wednesday, November 6, 2013

6:00pm - 8:30pm

IGFA Fishing Hall of Fame

300 Gulf Stream Way

Dania, FL 33004

More Info


Central Florida Realty Investors Association General Meeting

Wednesday, November 6, 2013

6:00pm - 9:00pm

Orlando Science Center

777 East Princeton Street

Orlando, FL

More Info


Jacksonville Real Estate Investors Association General Meeting

Thursday, November 7, 2013

6:00pm - 9:00pm

NEFBA Conference Room

103 Century 21 Drive Suite 202

Jacksonville, FL 32216

More Info


Broward Real Estate Investors Association General Meeting

Wednesday, November 13, 2013

5:30pm - 7:00pm

IGFA Fishing Hall of Fame

300 Gulf Stream Way

Dania, FL 33004

More Info


Akron/Canton Real Estate Investors Association General Meeting

Wednesday, November 13, 2013

7:00pm - 9:00pm

Knights of Columbus Hall

2055 Glenmount Ave

Akron, OH 44319

More Info


Palm Beach Investors Association General Meeting

Tuesday, November 19, 2013
6:30 pm - 9:00 pm

West Palm Beach Event Hall

2223 Palm Beach Lakes Blvd
West Palm Beach , FL

More Info


Great Lakes Real Estate Investors Association General Meeting

Tuesday, November 19, 2013

5:30pm - 9:30pm

Cuyahoga Valley Career Center

8001 Brecksville Rd

Brecksville, OH 44141

More Info


Dade Real Estate Investors Association General Meeting

Wednesday, November 20, 2013

6:30pm - 9:00pm

Miami Shores Country Club

10000 Biscayne Boulevard

Miami Shores, FL 33138

More Info


Investors Resource Center General Meeting

Thursday, November 21, 2013

6:30pm - 9:00pm

Winter Park Civic Center

1050 Morse Blvd.

Winter Park, FL 32789

More Info

 

A Message From The President

After a phenomenal ten years, and an anniversary celebration with many of our clients that we will not soon forget, we continued the celebration by opening our third office – in Independence, Ohio, just a few miles outside Cleveland. But why Ohio?


We love to meet our clients and friends face-to-face. If we are all concentrated in one office, that gets to be difficult, especially when so many of our clients prefer the cold Great Lakes winters to the more temperate South.


Abby Othen, a NuView IRA veteran and Certified IRA Services Professional, leads our northernmost office, accepting the challenge of building our presence in that region. Her energy, intellect, and passion will be a huge benefit to anyone who needs to understand the tremendous choices available within a NuView IRA account.


She joins Ryan Moore, director of our Ft. Lauderdale office, in broadening our footprint far beyond our Central Florida headquarters. With clients in 42 states and 10 foreign countries, and more than $600 billion under our administration, NuView and its affiliates continue to pioneer the concept that you care more about your retirement than anyone else, thus you should have control.


Don't worry; we won't grow so big that we’ll forget your name or that you will be turned over to an anonymous call center. Be sure to send Abby some warm greetings at aothen@nuveiwira.com. She will be heading up some fascinating educational events this winter, so send your northern friends her way as well.


Enjoy the newsletter this month, and be sure to revisit our website for our new corporate video – it’s a great way to see us in action until we get a chance to meet face-to-face.


Let me be the first to also wish you the best of the holiday season.


God bless,


Glen

 

Begin with the End in Mind

By: Jerry Ross

Jerry is a life-long entrepreneur and currently holds the position of Executive Director at the National Entrepreneur Center located in Central Florida. You can follow Jerry on Twitter at @JerryRossOnline.


In Steven Covey’s book "The 7 Habits of Highly Effective People," chapter two is entitled, "Begin with the End in Mind." Since reading the book, I’ve tried to apply that principle in my business and investment decisions, but also in many simple ways too. I might picture a successful trip to the grocery store or the hardware store envisioning what I need to return home carrying.  I may even begin a home repair endeavor by first imagining the beautiful result that will emerge from the project at hand.  Unfortunately, many times these simple tasks don’t turn out how I envisioned them, even when I began with the end in mind!  Most times, I encounter obstacles, challenges, or distractions that I didn’t see when I began.  There are distractions along the way to the grocery store, like a super garage sale, or maybe it is wallpaper that just will not come un-stuck from the wall that I am trying to paint.  It seems there is always something unexpected even in the simplest of tasks.  You envision how you would like things to turn out, but you can’t predict what you will encounter that directly affects how you end up… especially at the beginning.  It seems so simple, but things are not always as simple as they seem.


Running a business and investing are much more complex than running simple errands or taking on a home repair project. The consequences of an unanticipated obstacle can be devastating to a business or an investment portfolio. While it is good practice to always “begin with the end in mind,” every business decision (or investment decision) will require monitoring and adjustments along the way. Identifying your destination prior to setting sail is a critical first step, however it is essential that you constantly adjust your sails to accommodate changes in the wind along the way, rather than trying to predict or overpower the wind.


Monitoring progress and making adjustments in pursuit of your goal is good common sense, but it is a critical business and investment practice. Those who can anticipate potential challenges in advance and include flexibility in their plans can quickly adjust to opportunities along the way, and don’t become overwhelmed by unforeseen obstacles. When I project a realistic time frame, allow adequate time for decision making, and seek knowledgeable input along the way, my “end result” is usually closer to my original vision of success…which brings me back to chapter two of Mr. Covey’s book…the action part of achieving your goals.


Visualizing your result and setting a goal is just the initial part of the equation. Action is required to achieve any goal you set. True success in investing, managing a business or even going to the hardware store won’t happen unless you take action, and adjust your course as needed along the way. Being successful in any endeavor will require an investment of your time and attention. Goals and plans without taking action are merely wishes, yet action without planning is just activity, which will very seldom lead you to the success you desire. So, as we approach the end of 2013, now is a great time to re-assess your goals, make adjustments as needed, develop your plans, and then take action to make 2014 a great year...but remember to begin with the end in mind!

 

Success Story Spotlight

This month's spotlight shines on Bill Martin. With a degree in economics from Clemson University, and a decades of sales experience, Bill is no stranger to sizing up a good deal. He began investing in real estate in the mid 1990s, but in the last five years he has focused on utilizing his Roth IRA for these investments. Here he shares some of his secrets to success:


NuView: How did you learn about self-directed IRAs?
Bill Martin: My knowledge about real estate investing and self-directed IRA investment strategies was learned by joining our local Real Estate Investors Association (REIA). In my case the local REIA is JaxREIA, located in Jacksonville, FL. The non-profit allowed me to get hands-on networking and training with like-minded investors with similar goals. JaxREIA offers exposure to NuView and I transferred an existing ROTH balance from a traditional TPA (third party administrator) to NuView (previously Entrust) in 2008.


NV: What is your preferred investment, and how many deals have you done in regards to it?

BM: Presently, my preferred investment is to purchase manufactured homes on land (one acre minimums). I also purchase notes in first position for this type of real estate. I have done over 75 deals since the mid-1990s.


NV: What is your favorite aspect of self-directing your retirement account?

BM: I have always disliked giving my hard earned money to someone else to "invest" with the hopes they will succeed with no recourse if they fail and lose my money! Each of us should have CONTROL of our finances; if you are willing to stay involved you can have exceptional yield or return on your investment(s) with a self-directed IRA.

 

NV: What other investments do you take part in?

BM: I believe in diversifying your financial investments in savings accounts, life insurance contracts, traditional IRA stocks, CDs, non-IRA stocks and real estate properties. Part of investment planning is also tax planning, so I like to look at the effect investments have on estate planning. The ROTH IRA is a wonderful estate planning tool.


NV: Do you have any tips for fellow self-directors? Are you currently working on any other non-investment-related projects?

BM: Nothing is free. You must manage your investments if you intend to stay in control of your money. As with all decisions you must STUDY and ACT. Make a plan, but you must begin with action. Use top-notch professional experts, such as NuView, as needed. I am involved in my local REIA Association and have been for the past 6 years. I do not buy/sell to the group but perhaps one day I will. 


We love sharing stories like Bill's. These narratives are the reason we do what we do here at NuView IRA. If you or someone you know has really made something special with their self-directed IRA, we want to know. Please contact our marketing manager, Lauren Joos, at ljoos@nuviewira.com to be considered for our next Success Story Spotlight.

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