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Dissecting a Lease

with... Rick Davis

We are going to hear from attorney, Rick Davis, as he goes through the important aspects to have in your lease.

Wednesday, May 5, 2021 7:00 PM - 9:00 PM
Please join us for half an hour or networking starting at 6:30. 

Then we'll hear from Andrew Keehn with Blackstone Wealth Protectors. He will go over retirement planning; the current markets; Inflation; and taxes. Also, possibly a quick glance at infinite banking. Check out a little more about Andrew and bring your questions for him to the event.

Andrew’s entrepreneurial career began as a young child, mowing lawns for the neighbors and doing other odd-ball jobs. His entrepreneurial spirit has continued to this day, as he always has multiple irons in the fire. He began investing in real estate at the age of 19. He owned a construction company, an insurance agency and graduated with a degree in economics and political science along the way. That education has since served him well and gives him a different perspective than most advisors. Throughout his real estate investing and ownership of multiple businesses, he was approached often by financial advisors to invest in the stock market. While in college, he discovered his love for the stock market and picking stocks, but as a business owner, he believed his resources should go into the business first. This love for picking stocks led him to his first job as a financial advisor.

He began his career as a financial advisor at a top firm, but he was not satisfied with its clients' approach. Their focus was accumulating assets and selling products, and he saw many flaws in this approach. Growing up, his father was a tax auditor, so he was awfully familiar with the impact taxes have on income. He understood that tax management and cash flow management are just as important or more important than the rate of return in a portfolio. There needs to be a balance that gives you safety, certainty, and confidence to live the life you desire without going into a never-ending debt hole. His desire to reduce his client’s tax burden was so strong, his financial planning practice paused, and he worked at a tax firm for a year to learn not only more about tax planning, but also how to do tax returns. This gives him the knowledge to recognize areas of concern others may not see. He has taken many courses on taxes and has continued working towards his Enrolled Agent’s certification. (Similar to a CPA.) His next professional goal is to become a Certified Exit Planner Advisor and help business owners create plans to exit their business safely and securely on their terms. Andrew understands the financial needs and goals for business owners, retirees, young professionals, and real estate investors are quite different. To address these unique needs, he takes a different and unique approach to each client. He has established great relationships with lawyers, CPAs, Medicare experts, and other professionals to ensure his clients work with a team that all speaks the same language. Cash flow planning, minimizing taxes, and minimizing other risks are at the foundation of his practice. His favorite part of his job is teaching people about Infinite Banking and creating their own family banking system.

Andrew is an avid outdoorsman, with an eight-year-old son that loves wrestling. You will find them hunting or wrestling during the winter. Andrew trained in martial arts and wrestling most of his life and fought professionally for a while. He loves coaching his son in these areas. During the summer, you will find them on the lake, riding motorcycles, or out in the country every weekend.
A word from Andrew
My goal is to vastly improve your life by providing you with the correct financial information needed to make the best financial decisions possible for you and your family. I hope I introduce you to new thoughts and spark new ideas that give way to a journey you never knew existed. Being wealthy is much more than accumulating assets. It does no good to continue accumulating assets if those assets can disappear in a flash. With proper knowledge and planning, we will help you create AND keep the lifestyle you want to live. 

Main Meeting:
Our main meeting will start around 7:30. We will hear from attorney, Rick Davis, on what important aspects to have in your lease. He will share some thoughts on screening do's and dont's. As well as he will share the lease he has drawn up and is available for all LJC members. As always if you have a question you like to submit prior to the meeting please send them through our contact us page.

Rick Davis is a real estate attorney and the founder of Rick Davis Real Estate, a full-service company focused on serving real estate investors. There are four primary divisions to RDRE – a law firm, a title company, a real estate brokerage, and a company that invests in real estate. The goal of RDRE is to help investors navigate the legal and other challenges of real estate investing in a manner that avoids legal issues and encourages continued growth of the investor’s business.

One of the highlights of RDRE Law is the new Guarded Pockets™ program. There are many podcasts, websites, and communities that teach you how to get “bigger pockets” or to grow wealth and income, but there are far fewer resources available to teach you how to guard your pockets or protect the wealth and income you have generated. Guarded Pockets™ Is an affordable monthly subscription program that provides real estate investors with unlimited access to a local real estate attorney to ask legal questions and to proactively avoid legal issues – saving the investor time, money, and headaches down the road. Additionally, RDRE Law provides other legal services geared for real estate investors, including evictions, foreclosures, trustee sales, quiet title actions, litigation defense, business planning, and contract review and drafting. All of RDRE Law’s legal services are provided at fixed set rates to provide fair, transparent, and predictable pricing for the firm’s clients.

As an attorney, Rick has worked with many individuals who have invested in or desire to invest in real estate in Kansas and Missouri and Rick is an investor himself, which provides him an advantage over other real estate attorneys as he understands the business and how real estate investor’s needs are often different than other clients. Over the past few years, Rick has taught countless continuing legal education programs to other lawyers on real estate-related issues and is a regular presenter at area real estate investor groups. Rick has received Martindale-Hubbell’s AV-Preeminent Peer Rating – the highest rating available from the service that utilizes anonymous surveys of other lawyers and judges to determine its ratings – and is a fellow the American Bar Foundation, the American Bar Association Real Property Trust and Estate Section, and the Construction Lawyer’s Society of America. He is also the chair-elect of the Kansas Bar Association’s Young Lawyer’s Division and a member of the Kansas Title Standards Committee and the American Bar Association’s Single-Family Residential Committee.


Members:
Free
Non-Members:
$10.00
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Date:  Wednesday, May 5, 2021
Time:  7:00 PM - 9:00 PM



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