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The benefits of adding real estate to your retirement portfolio – TAX FREE!

November 12, 2020 @ 11:00 AM - 12:30 PM

The benefits of adding real estate to your retirement portfolio – TAX FREE!

Which is a better investment, real estate or stocks? That’s the age-old question (and we know the correct answer!) but the reality is that you need BOTH to retire comfortably these days.

Furthermore, it’s not just how much you make in real estate or the market that allows you to build wealth, but properly managing your tax strategy.

For that reason, we invite you to an invaluable webinar with Lisa Rodriguez of NuView Trust.

In this webinar with Lisa you’ll learn: 

  • About NuView Trust Company
  • Why you NEED to know about self-directed IRAs and soloQRPs
  • Why the SoloQRP plan is the ultimate retirement plan for real estate investors
  • Benefits of adding real estate to your retirement portfolio – TAX FREE!
  • What is the CARES act and what opportunities has it created for investors

Lisa will also raffle off two $50 Amazon gift certificates and a $50 app credit during this presentation!


About Lisa Rodriguez of NuView Trust

Lisa’s career in insurance gave her the opportunity to network with real estate investors and professionals and learn more about their craft – ultimately giving her the wherewithal to start investing herself. Now, nearly 17 years later, in her current role as the Director of Retail National Accounts at NuView Trust Company, Lisa is able to use her knowledge of self-direction to continue growing her real estate investments.

In addition to continuously expanding her own industry knowledge, Lisa’s mission is to develop lasting relationships with clients and referral partners, so that they may receive enough education and support to make their investment journey simple and seamless.

Some of her past accomplishments include:  Affiliate of the year, iLatina Entrepreneur of the Year, Agency owner of the year, Golden Torch Award, National Liberty Legends of Golf Winner, Branch Manager of the Year.


November 12, 2020
11:00 AM - 12:30 PM
Event Category:


FL United States + Google Map