Oct 132016

November 10, 20166:00 PM
Topic: IRAs and Real Estate
Presenters: Joedy Patrick and Jeff Watson
Indiana Wesleyan University
8415 Georgia St, Merrillville, IN 46410


Joedy Patrick from Quest will be speaking on Real Estate and self-directed IRAs with a special focus on  how to create tax free income for a life time for you and your heirs.

Joedy Patrick is the Executive Vice President for Quest IRA Inc., located in the Michigan office.  As a licensed broker, real estate investor and past member of the Michigan Realtors Public Policy Committee and Land Use Subcommittee, Joedy brings a broad range of experience to the Quest IRA team.  Joedy has been acquiring real estate with his IRAs for 15 years. These acquisitions include vacant land, Single family homes, and multi-unit rentals. The IRA purchases include tax auctions, short sales, debt-financed as well as REO properties.

As a seasoned IRA investor Joedy understands the self-directed IRA business from both the administrative side and the investor side of the table. Joedy’s favorite IRA topics include “How to create tax free income for a life time for you and your heirs.” & “Buying real estate with an IRA is easier than you think.”

Real Estate Investing, REIA, NICIA


Jeff Watson will be presenting 3 simple steps to SD IRA success.

He will be discussing investing in your Self Directed IRA with small amounts of money. Instead of getting confused and overwhelmed with the fancy and complicated strategy that many talk about, I help my clients focus on three simple steps that over time lead to massive results.

Jeffery S. Watson is an attorney who has had an active trial and hearing practice for more than 25 years.  As a contingent fee trial lawyer, he has a unique perspective on both real estate investing, wealth building and asset protection. As a frequent and popular guest speaker and teacher on stages and webinars, he has become recognized as a thought leader and innovator in the field of real estate investing, wealth building and self-directed retirement account transactions.

He is a nationally-recognized authority regarding regulatory concerns with wholesaling.  He was the co-creator of the Option Contract method that revolutionized the short-sale process.  Tens of thousands of investors have used documents created by Jeff. Jeff is general counsel to the National Real Estate Investors Association.  Jeff is general counsel to and a cofounder of Realeflow, LLC, which made the Inc 500 list in 2011.  He currently advises four different national organizations with a combined membership of over 100,000 investors.

Real Estate Investing, REIA, NICIA