Next Meeting Agenda

— PLEASE NOTE: All 2023 MEETING DETAILS ARE AS FOLLOWS —

LOCATION: Townline Pub and Grill, 2544 Lineville Rd, Green Bay, WI 54313

6:00PM – Check-In / Social Networking / Appetizers

6:30PM – Meeting Starts…

SEPTEMBER MEETING AGENDA:

(WEDNESDAY, SEPTEMBER 13th, 2023)

FEATURE SPEAKER/PRESENTATION:
- - ANDRE LAW OFFICES:
    - Join us tonight as Attorney Deron Andre discusses various legal topics related to the real estate industry and landlord/tenant law.
    - Please come prepared with your list of questions you have been putting off…waiting to ask a local real estate attorney !!

FORMS REVIEW:

- At every monthly meeting, we will be reviewing one form from the collection of forms offered by Wisconsin Legal Blank. The Forms Review for this months meeting is:

“TBD”

AUGUST MEETING AGENDA:

(WEDNESDAY, AUGUST 9th, 2023)

FEATURE SPEAKER/PRESENTATION:
- - DRACO PROPERTY MANAGEMENT:
    - Join us tonight as Bill Kingston, Owner of Draco Property Management, and Jamie Kornetzke, Senior Commercial Property Manager, will introduce us to what a property management company can do to help you “disengage” from the day to day responsibilities of managing your own properties.
    - Please see the marketing flyer below for more details about Draco Property Management…

FORMS REVIEW:

At every monthly meeting, we will be reviewing one form from the collection of forms offered by Wisconsin Legal Blank. The Forms Review for this months meeting is:

“With all the changes lately to various Wisconsin Legal Blank rental forms, we thought opening it up tonight to discuss whatever forms anyone has questions about would be appropriate.”

JUNE MEETING AGENDA:

(WEDNESDAY, JUNE 14th, 2023)

FEATURE TOPIC/EVENT:

- - Open Q & A :
    - Given that this is our last general meeting until August, as we have traditionally taken the month of July off, we thought we would just hold an Open Q & A, where we can share some of the things that we are working on as well as things we believe all landlords and property managers should have on their radar in 2023.
    - This will also be your chance to bring forward any questions, concerns, things you have heard about related to our industry, as well as share any industry related education/knowledge that you may have with our members as well.

FORMS REVIEW:

At every monthly meeting, we will be reviewing one form from the collection of forms offered by Wisconsin Legal Blank. The Forms Review for this months meeting is:

“There are some form changes that we can discuss and share with everyone tonight, which will likely just become part of our open Q & A event discussed above.”

MAY MEETING AGENDA:

(WEDNESDAY, MAY 10th, 2023)

FEATURE TOPIC/EVENT:

– CONVENTIONAL FINANCING:

- - - Fox Communities Credit Union
      
      Jordan Smith
      
      Vice President Commercial Lending
      Fox Communities Credit Union
      2170 S. Ashland Avenue Green Bay, WI 54304

– LESS CONVENTIONAL FINANCING:

- - - Executive Mortgage
    - Aaron Kramer
    - Mortgage Loan Originator
    - 909 E Walnut Street Green Bay, WI 54301
    - [email protected]
    - (920) 819-3270 (Cell)

- – HARD MONEY LENDING:

- - - Good Faith Funding, LLC
    - Tony Broullire
    - PO Box 365
    - De Pere, WI 54115
    - 920-609-4734
    - [email protected]
    - www.GoodFaithFund.com

FORMS REVIEW:

At every monthly meeting, we will be reviewing one form from the collection of forms offered by Wisconsin Legal Blank. The Forms Review for this months meeting is:

“TO BE DETERMINED”

OPEN DISCUSSION: (Q & A)

APRIL MEETING AGENDA:

(WEDNESDAY, APRIL 12th, 2023)

FEATURE TOPIC/EVENT:

– Knight Barry Title (One of our Business Partners)

- - - Cheri Hipenbecker, General Counsel of Knight Barry Title, will walk through what is a 1031 Exchange and the IRS requirements to complete a 1031 Exchange. Then…

– Insight Investment Advisors

- - - Brandon Bruckman, Investment Advisor/Advisory Board Member, will discuss the advantages and disadvantages of a DST and how you can have passive income in the real estate world.

– Wisconsin Legal Blank (Will Be On-site With Forms and Related Supplies)

- - - Rick Russell, will discuss what his firm has to offer landlords, property managers and businesses in general. (Please be prepared to purchase directly from them that night, and save on shipping costs!!)

FORMS REVIEW:

At every monthly meeting, we will be reviewing one form from the collection of forms offered by Wisconsin Legal Blank. The Forms Review for this months meeting is:

“Assistance Animal Agreement / Pet Agreement”

OPEN DISCUSSION: (Q & A)

MARCH MEETING AGENDA:

(WEDNESDAY, MARCH 8th, 2023)

FEATURE TOPIC/EVENT:

We have invited the Green Bay Mayoral Candidates to this event. Chad Weininger has accepted this invitation and will share with us what his position is across a variety of city topics/issues. It is possible that some of the Green Bay Common Council Alders may attend this event as well.

FORMS REVIEW:

At every monthly meeting this year we will be reviewing one form from the collection of forms offered by Wisconsin Legal Blank. The Forms Review for this months meeting is:

“Assistance Animal Agreement / Pet Agreement”

(Please Note: Due to Time Constraints we were not able to get to our Forms Review at our February Meeting, so this is being brought forward to our March meeting.)

OPEN DISCUSSION: (Q & A)

FEBRUARY MEETING AGENDA:

(WEDNESDAY, FEBRUARY 8, 2023)

GUEST SPEAKER:

Hannah Schirger – CPA, Tax Senior with CLA (Clifton, Larson and Allen)

- Bookkeeping
- Rental Property Tax Issues
- Tax Consequences To Consider In Selling or Exchanging Your Rental Property

FORMS REVIEW:

At every monthly meeting this year we will be reviewing one form from the collection of forms offered by Wisconsin Legal Blank. The Forms Review for this months meeting is:

“Assistance Animal Agreement / Pet Agreement”

OPEN DISCUSSION: (Q & A)
- Recent Local Government Affairs –
  - (You’re Going To Want To Attend Just For This Discussion.)

JANUARY MEETING

WEDNESDAY, JANUARY 11, 2023

GUEST SPEAKER:

Gail Nohr – Assistant Executive Director of Veterans 1st of Northeast Wisconsin

- Veterans 1st Tiny Homes Village

FORMS REVIEW:

At every monthly meeting this year we will be reviewing one form from the collection of forms offered by Wisconsin Legal Blank. The form to be reviewed for this months meeting is yet to be determined.