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Why You Should Delegate Marketing to a Third Party Agency, with Brian Devine

A recognized sales and marketing leader, Brian Devine combines industry knowledge and technical expertise to produce results for his clients. As President of Top Line Management, Inc., founder of the marketing systems Practice Revolution™, Practice Fuel™ “SmileBot™” and “Cafe Fuel™” Brian has built an efficient organization that specializes in digital and reputation marketing.

What You Will Learn:

  • Brian’s background in marketing and computer science
  • The strategies Brian uses to drive traffic to his clients’ pages and incite action
  • How Brian used the “birthday campaign” to generate over 200 leads for one of his clients
  • The challenges of marketing in the dental industry and how to overcome them
  • Why the fundamental principles of marketing haven’t changed

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Tax Planning and Business Expansion, with Dusty Rollins

Dusty grew up in a boarding school in Penang, Malaysia. Traveling around the world has given him a global perspective on finances and life. After doing his graduate training at Oxford University in England, Dusty was a pastor of a church for a short time. When he moved into the business arena, he built successful businesses in the areas of construction, renovation, Real Estate investing and financial services.

At Oxford Wealth Strategies, Dusty specializes in Income Planning, Tax Saving Strategies for business owners, College Planning, Social Security Maximization, Investments, and how to reduce debt and interest costs. He speaks on the above topics in workshops and seminars. Dusty enjoys helping clients design an income plan to make their money last as long as they do as well as leave a legacy.

Dusty and his wife, Arin, are a husband and wife advisor team. They live in DeLand, FL and are happy to be raising their three young children there!

What You Will Learn:

  • Dusty’s journey into entrepreneurship and real estate
  • How to use tax planning as a path to freedom
  • Dusty’s role as an enrolled agent
  • The benefits of working with an enrolled agent on top of your CPA
  • Case studies of different ways Dusty has helped his clients save money through tax planning

Additional Resources from Dusty Rollins:

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How David Leveraged His Commercial Real Estate Experience to Build a Portfolio, with David Bradley

David Bradley is the Regional Manager of the Downtown Chicago office of Marcus & Millichap (NYSE: MMI). In 2018, Marcus & Millichap closed 9,472 investment transactions for private and institutional investors. By closing more transactions annually than any other commercial real estate brokerage firm, M&M provides clients with an unparalleled perspective on the investment real estate market locally, regionally and nationally. Included in these transactions were shopping centers, office and industrial buildings, apartment properties, single-tenant net-lease properties, hotels/motels, seniors housing facilities, healthcare/medical office, student housing, manufactured home communities, self-storage facilities, golf and resort properties and land.

David began his real estate career in 2003 as an intern in the Fort Lauderdale, FL office of Marcus & Millichap. He transitioned into a full-time commercial broker in 2004 specializing in apartment sales and financing in Hollywood, FL. Within 2 years he became the top producing apartment agent in his submarket. He grew a team of other agents and found that his true passion was in the mentoring and teaching of others. He eventually transitioned into a management role within the firm where his primary responsibility is in developing the knowledge and skills of his agents so that they can deliver maximum value to their clients. He has been based in multiple markets throughout his career including Jacksonville FL, Pittsburgh PA, Washington DC, Richmond VA, and Chicago IL.

David utilized the knowledge gained in the brokerage arena to also build a portfolio of his own investment properties. He has successfully bought and sold dozens of properties throughout his career. He formed several syndicated real estate investment funds for the purposes of acquiring multi-family and single-family income properties.

David now lives in Naperville IL with his wife and four children. He maintains a passion for the real estate business and is excited about the prospects for the industry for many years to come.

What You Will Learn:

  • David’s journey into commercial real estate and how he got to where he is today
  • The different types of deals David has done throughout his career
  • How David used his experience in commercial real estate to build a portfolio of investment properties
  • The lessons David took away from residential investments
  • What David has learned from the real estate titans of our day

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Doing Deals as a Real Estate Developer, with Mike Tomasetti

Michael’s areas of expertise include negotiation, deal structuring, and sales. His entrepreneurial career began early – first launching a landscaping company (age 18) and later a successful construction business. He possesses in-depth knowledge of building & construction, which allows him to effectively manage resources.

What You Will Learn:

  • Mike’s journey into real estate investing and eventually, real estate development
  • The development projects Mike is working on and how he funds them
  • The characteristics and benefits of an opportunity zone deal
  • How Mike picks strategic locations for developments
  • How timing has played a role in Mike’s investment strategy

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How to Leverage Your Retirement Investments, with Gary Wilson

Gary Wilson is an expert in the world of real estate investing. He first began investing at the young age of 23, right after his college graduation. He went on to build a portfolio of more than 250 units, covering everything from single-family homes to an apartment complex with more than 80 units. Today, Gary is a self-made millionaire who continues to practice real estate and is also the Chief Wealth and Income Officer at My Investment Services and the Chief Guidance Officer at Path to Freedom. Gary is the host of the podcast Real Estate Investing for Professional Men and Women, where he shares his hard-won wisdom with business professionals looking to turn to real estate to grow their wealth and expand their businesses.

What You Will Learn:

  • 3 ways that you can leverage your retirement investments
  • How to borrow against your 401k and pay it back
  • How to set up a simple IRA and buy properties within it
  • How to leverage a whole-life insurance policy to acquire income-producing assets
  • Why you should invest when you have skin in the game

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