Saturday, July 26th, 8:00 AM– 3:00 PM Central ONLINE
Wrap Mortgage Mastery Workshop with Anita Johnson
OPHP Credits: 3 hours finance 1-hour contracts 1 hour evaluation [What’s This?]

          Wrap mortgages are one of the most powerful tools in your creative finance toolkit.

          If you’re a buyer/borrower, they let you get below-market rates and payments.

          If you’re a lender or seller, they let you create incredible rates of return, with a lot more control than a typical 2nd mortgage offers.

          But they’re also widely misunderstood… and often poorly explained by gurus… and full of traps for the unwary.

          That’s why we’re bringing you this step-by-step, hands-on workshop with the Anita Johnson, BKA “The Wrapping Queen.”

          Anita has 20 years of real estate experience (most of it while working a full-time corporate job) and has participated in wraps as both borrower and lender.

          And her engineering background means she’s created systems and checklists that no one else has… to make your wrap deals safer, smoother, and more profitable.

At this intensive, interactive online event, she’ll walk you through:

· Why wraps are the best solution to a lot of “I need money for downpayment and repairs” situations
· How they work—and yes, you’ll FINALLY get it
· The 7 steps to successful wrap mortgage deals
· How to evaluate a wrap mortgage deal, step by step
· The collateral conversation: what matters, what doesn’t, and how to choose
· Anita’s Rules for Wrap Mortgages (follow these, and you’ll avoid 90% of the pain)
· How to minimize your risk and avoid costly legal or financial missteps
· How to explain wraps clearly and confidently to everyone involved
· Exercises to help you spot wrap opportunities and practice structuring them the right way

          Whether you’ve never done a wrap before, or you’ve done a few and want to do them better, you’ll walk away with a repeatable model and more confidence than ever.

          And we guarantee that, or your money back.

           The workshop will be recorded, and all registrants will receive the recording—
so if you can’t attend live, make sure to register anyway!

Plus, it’s CHEAP:
• Members: $47 through July 24 ($67 after)
• Non-members: $97 through July 24 ($127 after)
• Express Success Members are FREE (but you do have to register)

This strategy is too valuable—and too easy to get wrong—to wing it.

Get your Zoom seat (and/or your recording!) by registering HERE

The Ultimate Guide to Mastering Partial Note Deals: From Basics to Advanced Strategies with Tracy Z and Fred Rewey

ONLINE on ZOOM 8:00am – 3:00pm Central

          Take a deep dive into the world of partial note purchases in this comprehensive full-day online class. Designed for real estate and note investors, this hands-on session will give you the skills to confidently structure, calculate, and document partials. Topics include:

• A detailed breakdown of partial note purchases and their benefits.
• Different types of partials like straight, balloon, split, and reverse.
• Step-by-step instructions for calculating partials using a financial calculator.
• Creative financing strategies like wraps and hypothecation.
• Insights into what happens during early payoffs, defaults, and resales.

          BONUS: In addition to the live online class, you’ll receive access to a full home study course. This includes the Perfecting Partials Master Class, Note Buyers Directory, and the Due Diligence Checklist ($397+ value) .

          Tracy Z began investing in notes over thirty-five years ago when she quickly realized that she’d rather be a “lien lord” than a landlord. She has handled millions of dollars in real estate notes since 1988. She first started on the institutional side, heading up the due diligence department as VP for one of the nation’s largest seller-financed note buyers. 

          Loving the business but wanting to work for herself, Tracy co-founded a note-buying company in 1997 with Fred Rewey.  This developed into NoteInvestor.com, an online newsletter for private investors, and Cash Flow Expo, a virtual summit. 

          Tracy specializes in the use of creative partial structures and tax-advantaged retirement funds to purchase notes. She helps landlords wanting to ditch tenants to be the bank by safely creating and holding paper. A well-known educator, she has a passion for sharing her knowledge and guiding others on their note-investing journey.

          Fred Rewey is widely recognized for his negotiation, marketing, and deal structuring skills. Author of three books and inducted into the National Speakers Association, Fred spends much of his time on marketing – understanding human nature and creating automated funnels that turn prospects into raving fans. 

          Entering his fourth decade in the note industry, Fred started his note business from his kitchen table in a 500-square-foot apartment. Later, joining one of the largest institutional note buyers, Fred helped create buying programs and industry standards for the other side of the table. 

          In 1998, Fred left corporate life to build Diversified Investment Services along with his business partner and spouse, Tracy Z. Both parlayed that independent mentality to create multiple companies – most note industry-related. Fred will always find time to travel, smoke cigars, enjoy bacon, and work on his golf game.

REGISTER HERE

Main Event 

5:00 Free light dinner and Networking in the Round: Table Topic Discussions 

5:30 Break Out Sessions
Ask The Pro 
Real Estate 101

6:20 Invitation only Guest Session

Join us for an exclusive event with Lee Phillips, a highly sought-after legal strategist, reveals the powerful techniques he’s developed for his wealthiest clients. These specialized strategies—once reserved for the elite—are now available to you.

Gain the legal edge with insights that will tip the scales in your favor, including:

Nine Legal Loopholes to accelerate your wealth faster than you ever imagined
The #1 Asset Protection Structure used by the wealthy to safeguard against business failure, accidents, and lawsuits
Essential Tax Tips the IRS doesn’t want you to know
How to Identify & Avoid Hidden Dangers that threaten your financial security and peace of mind
Master the Use of Trusts to unlock powerful wealth-building opportunities

Don’t miss this rare opportunity to gain insider knowledge that can transform your financial future. Reserve your spot today!

Register HERE!

Thursday, July 10th 7:00 – 8:00 P.M. Central
ONLINE
What the 2025 Tax Bill Means for YOU
With Scott Ellsworth CPA
OPHP: 1 Hour Federal Regulations [what’s this?]

          One of our jobs is to make sure you get the up-to-the-minute information you need to structure and plan your investments…and there’s nothing more up-to-the-
minute right now than the brand new tax plan, signed by the president on July 4th.

          There are a lot of new and/or expanded rules and deductions you need to know about, so make sure you’re registered for this free zoom meeting with long-time real
estate investor/CPA Scott Ellsworth!

          Grab your link by registering HERE.

Saturday July 12th 8 a.m.- 2 p.m. (Central)

Yes, we know: you want to know how to buy properties “Subject To” the existing loan, so that you can take over other people’s mortgages with little or no money down and no qualifying.

But it’s actually really hard to find real education about all the techniques, paperwork, and legalities of this super-hot strategy, so we’re bring you a real-life investor who’s also negotiated and document a TON of these deals for investors in her former life as an attorney…

And all at a price you’ll LOVE (and with a full satisfaction guarantee!).

Click HERE to learn more, get a seat, and start your new “buying subject to” businesses the RIGHT way!