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…

 

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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)

 

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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)

 

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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)

 

 

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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.)

 

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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.