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An Attorney, a CPA and an Insurance Agent walk into an Investor Meeting...

with... Multiple Speaker(s)

The meeting of the year!!! Only a fool would miss this one if you do anything in real estate at all. The best of the best will be on our expert panel to answer the most important questions.

Tuesday, June 15, 2021 6:30 PM - 8:30 PM
DoubleTree by Hilton Appleton
150 Nicolet Road Appleton, WI 54914


We are bringing in one the Valley's best and brightest, in-demand Attorneys around!  Kevin Eismann is not only a shareholder at Davis|Kuelthau, he's also been heavily involved in Real Estate as his “side gig.”  He is a licensed real estate broker, licensed contractor, developer and master shingler.  He has done several real estate developments and currently owns 90+ residential and commercial properties (down from 120+!).  Kevin focuses his law practice on asset protection, business succession planning and corporate law. He enjoys building comprehensive strategies with his clients that allow them to reach their business goals.  He's been providing employers with practical, cost effective solutions since 1996. As a successful entrepreneur and attorney with a background in engineering, Kevin can offer his clients a unique, multi-point perspective.  He enjoys working with businesses of all sizes, and has an exceptional track record in helping start-ups and small businesses scale their companies and improve efficiencies. Kevin believes in partnering with his clients. He takes the time to truly understand their businesses so he can best advise them on growth and performance strategies.

We are also hosting our top investor-friendly accountant, David Bailey, with Endries Otto CPA firm.  David earned his degree in accounting from the University of Wisconsin-Eau Claire.  After graduation he worked for a national CPA firm for two years.  Since 2001, he has been working for the firm and in 2009 he was made a partner.  He became a Certified Public Accountant in 2003 and a Certified Valuation Analyst in 2007.  David specializes in tax planning and preparation for businesses and individuals  He also prepares business valuations and financial statement compilations and reviews.

Last, but certainly not least, we have our very own insurance guy, Jason Stendalen, with C4 Insurance!  Not only does he sponsor our REIA and offer excellent products and services, but Jason is a fellow investor and hard money lender.  Jason fully understands asset protection and how to acheive all you can through your insurance while pointing out where the weaknesses lie.  He's has been in the insurance industry since 2004.  As the owner of C4 Insurance, Jason works for his clients and takes an education-based approach to teaching them proper coverage while finding market competitive rates.  He has access to many different carriers to offer a variety of coverages for all insurance needs while making sure to get market competitive rates.  Jason has an extensive knowledge on home, auto, business, and life insurance and enjoys helping clients better understand their insurance options while making sure they are not overpaying. Jason’s previous experience in construction and real estate translate very well to his insurance career.

Seriously, it can't be any better than this!!  Not only are they all excellent in their chosen fields, but between them, they also have millions of dollars of their own real estate investments as well.


This is the information you NEED, and we are bringing it to you!  We will hit all the hot topics like:
  • Entity Selection in Different Situations....to LLC or not to LLC...THAT is the question!!!
  • Proper Asset Protection
  • Tax Strategies
  • Exit Plans
  • And all of your burning questions for these top experts
Do NOT miss this meeting, and be sure to bring your friends to get it first hand as well.  When else do you get a chance for deep Q&A with highly paid experts like this in a room full of other investors asking your questions with you for so little cost??

Come Early.  Stay Afterwards.  Network, Learn, Grow, and have FUN!!
See You There!

LIVE In-Person Appleton REIA Event & our new Location!
DoubleTree by Hilton Appleton
Day of Event - Doors open at 6pm - Come Early and Network!





Go today to check out our partner for a FREE e-book, FREE App, Amazing Podcasts, live and virtual Events and MORE at ConnectREIA.com


Members:
Free
Non-Members:
$20.00
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Date:  Tuesday, June 15, 2021
Time:  6:30 PM - 8:30 PM

Location:
DoubleTree by Hilton Appleton
150 Nicolet Road
Appleton, WI 54914

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Appleton Real Estate Investors Association

1835 E Edgewood Drive, Suite 10546
Appleton, WI 54913
(920) 740-3599

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