ATX: Financial Freedom Strategies from Veterans Turned Investors

In honor of Military Appreciation Month, we are highlighting veterans turned successful investors and raising money for Wounded Warrior Project at our quarterly SDIRA Socials. Join us to hear the stories of veterans who found financial freedom through alternative investing. Learn how they got started and the steps they took to take control of their retirement, because whether you're a veteran or not, these stories and tips will be valuable for anyone looking to make the transition from their current lifestyle to full time investor! We’ll also discuss ways you can use your Thrift Savings Plan as a source of funding for your investments to maximize its potential.

Free Wine & Beer | Light Appetizers | Networking | Education

Come early to network and talk with our sponsors, while enjoying dinner and drinks on Quest.

5:30 pm: Doors open.

6:00 - 7:00 pm: Networking and enjoy free beer/wine and dinner.

7:00 - 8:30 pm: Panelist Presentations and Q&A

8:30 pm: After presentation, attendees may pitch deals to the in-person audience.

In conjunction with this event, Quest will be raising money for the Wounded Warrior Project (WWP).

• WWP is transforming the way America’s injured veterans are empowered, employed, and engaged in our communities.
• Warriors never pay a penny for WWP programs.
• Every warrior has unique challenges and goals. That’s why WWP provides a variety of life-changing programs and services in mental health, career counseling, and long-term rehabilitative care.

If you'd like to make a donation before the event, please click !

Meet the Speakers:

Christian Catron began his real estate investing career with single-family homes in 2017. His vision for Redeem Investments has expanded to include commercial real estate investments and renewable energy investing, recognizing the ability to achieve below-average risk and above-average returns for investors, while creating a positive impact on the environment. His company runs an investment fund that provides financing to renewable energy developers and returns a 12% yield per annum to investors, paid via monthly cash distributions. His corporate career includes roles in sales, training, management, business development, project management, and operations, leading as many as 500 teammates at a time.

John Berlet is a financial services consultant and real estate sponsor focused on providing solutions for individuals, families, business owners, and accredited investors by employing various tools and skillsets accumulated during his years as a Registered Investment Advisor and asset protection specialist, investor, and developer. John is the General Partner of Tandem Trust Real Estate LLP and Coastal Bend OZ Fund Manager. John brings his experience to the organization formed to build wealth for his partners and investors. As CEO of Tandem Trust Financial LLC, he has assisted his clients in reaching their financial goals for the past 30 years.

Bob Rakowski is the CEO and Publisher of REI INK magazine. He started the company in 2018 after working in the magazine and publishing industry since 2009. Prior to that, he owned a consulting company assisting real estate developers navigate the zoning, entitlement, and land use codes in the Greater Phoenix Metropolitan Area. Before getting into the private sector, he had a distinguished career as a military officer for 15 years. A graduate of Purdue University and Arizona State University, Rakowski has a master’s degree in public administration.

Host or Publisher Quest Trust Company