1:00pm – 1:30pm – Coffee, Food, Networking,
1:30pm – 2:00pm – Dan Ringwald – President of Santa Barbara REIA
2:00pm – 4:00pm – Ferenc Toth – Secure Estate Management
All videos 2-23-19 – of this meeting are now available at this link
Ferenc Toth – President & Ceo
As President and Ceo, Mr. Toth manages company operations with over 4500 clients and 20 advisors in 4 states. He has personally advised over 1000 clients in his 17 year career. He has been a mentor to over 100 advisors.
Ferenc has been recognized by several financial and insurance institutions as a top advisor. He was honored 4 consecutive years as a top 10 advisor nationally with American Investors.
Mr. Toth is a General Agent (G.A.) for Ameritas Life Insurance Corporation. G.A.’s are among a small class of agents who are required to have an expert level of experience and knowledge, spanning the course of many years. He is a Certified Medicaid Planner and is nearing completion of his Certified Wealth Preservation Planner designation. This will make it possible for Secure Estate Management to provide even more retirement plan options to their clients and allow Mr. Toth to give continuing education credits to CPA’s as well.
M. Toth has qualified for the Million Dollar Roundtable every year he has been an active advisor.
He is passionate about solving problems and creating solutions for his clients.
Mr. Toth is devoted to his wife and 2 daughters. One of his daughters is diagnosed with autism. He has a unique understanding for families with special-needs.
Ferenc Toth – will cover some of the information below
- Generating two income streams from the same dollars!
- Creating tax-free income!
- Gaining control and access to more funds!
- Address the top two concerns of seniors:
1. Loss of Control
2. Running Out of Money in Retirement
- Asset Protection:
Protect your hard-earned assets from lawsuits and creditors.
- Estate Planning:
Maintain control of yourself and assets instead of the state, courts, and attorneys.
- Tax Reduction:
Keep more of your retirement dollars instead of giving them to the IRS.
- Wealth Preservation:
Every investors goal is maximizing return while minimizing risk while making sure he/she does not run out of money in retirement.
- Who We Are:
Secure Estate Management is an industry leader with over 200 years of combined experience in securing client’s retirements.
- Strategic Partners Include:
Experienced Estate-Planning attorneys in each state we serve.
Certified Public Accountants(CPAs): tax advice and preparation services.
- Our Mission:
To continue to successfully aid our clients achieve their retirement goals by providing outstanding service and top quality advisement.
Ferenc has shared this powerful financial tool often used by the wealthy with many investor organizations across the country. Dan Ringwald has asked Ferenc to come to Santa Barbara to share this with you! It will change your financial future!
Ferenc will be briefly introducing the Your Personal Bank concept and explain a number of advanced concepts. Also, he will share some valuable financial literacy concepts from a college-accredited Financial Literacy Course.
If you attended the previous Personal Bank event last summer, we highly recommend attending again as there is a significant amount of new information.
Bring your partner/friend to this life-changing event!
Earn more, gain control of your money, and have more to spend!
Purely educational. No obligation. Nothing will be sold.
To your Health and Wealth Management
SBREIA Vendor Tables
We usually have about 4 or 5 vendor tables for vendors to display their business information and meet and greet our members to share their business services. Vendor tables are $50 each and are about 4′ x 6′ provided by Fess Parker. If you would like to promote your business at a vendor table please can Dan Ringwald at 805-242-3004 to reserve your table before they sell out. If you are wondering what the Fiesta room and vendor tables look like please see our pictures from our past SBREIA Meetings
The first half hour of our meetings are for our members to network with each other and see what investments strategies are working and what are not. Don’t forget to bring your business cards and any handouts you would like to promote and your list of very important questions.
SBREIA Members – Bring in just 1 first time Guest or more and get in Free!
Sponsored by NH Big Inc
Call or Text Dan Ringwald with any questions anytime at 805-242-3004 cell
We look forward to seeing you at our meetings!
Google Home Mini – Win with 1 or 2 First Time Guests
Google Home – Win with 3 or more First Time Guests
The Contest for Guests starts at the beginning of our meetings so don’t be late! A chance to win a Google Home or a Google Home Mini. If you are the only one the brings in 1 or 2 First Time Guests you win a Google Home Mini. If you are the only one that brings in 3 or more First Time Guests you win a Google Home. Click on the links above and see what these devices can do for you. If you are an SBREIA member or Guest, and you bring the most First Time Guests, you will win. If everyone else brings in just one guest, and you bring in two, you win! It’s that easy. Unless someone else brings in 3 or more. If there is a tie we flip a coin. Bring in guests to help expand your network and watch your business grow.
Dan Ringwald –call or text me any time