The Paper Source Note Convention 2022
LIVE! May 12-14, 2022
- Discover how to find, buy and broker real estate notes — performing and non-performing — and under the radar cash flows. NO SALES PITCHES!
- Network with the best of the best — make friends that could profit you for a lifetime. THERE IS NO SUBSTITUTE FOR PERSONAL NETWORKING!
- Learn how to create multiple streams of income.
- Meet the investors, servicers, IRA experts, note and real estate software companies, specialized law firms, insurers and more.
- Complimentary personal consultations with the experts.
- Networking opportunities galore: receptions, luncheon, refreshments, all included.
- Many people say they meet more successful people at The Paper Source than at any other event!
The Only Continuing Education For Note Professionals ™
The experts agree, the cash flow note business is coming back stronger than ever. Are you ready to take advantage of the avalanche? Whether you’re a newbie or pro, investor, broker or both, this national convention will give you great new ideas and contacts you’ll meet nowhere else. The Paper Source has been teaching note investors since 1987.
- LEARN to buy and/or broker cash flows you never knew existed.
- CREATE multiple streams of income and new profit centers.
- NETWORK with the most experienced note investors in the world.
- CONSULT PRIVATELY with the teachers one-on-one — no extra charge.
- MEET the major investors, servicers, IRA experts, note sellers and more
- NETWORK and create friendships that could prove invaluable. Receptions, luncheon & refreshments INCLUDED.
If you want to learn more about performing real estate notes before you attend, or want a refresher course, get the Notes 101 video: https://papersourceseminars.com/sop-101/
Tom Henderson, “The Note Professor”
Jeff Armstrong
THE PAPER SOURCE NOTE CONVENTION SCHEDULE (subject to change)
All Convention Sessions Are In The Florentine Ballroom
All time Pacific
| 8:30 a.m. – Noon | BONUS SEMINAR —Grow Your Note Business Presented by First National Acceptance Co. FnacBrokers.com No charge, but pre-registration is required. If you didn’t register when signing up for the Paper Source Note Convention, email Alison. A lot of what will be covered could benefit even seasoned note buyers — sales tactics, marketing ideas, good due diligence, etc. There’s probably something here for everyone to one extent or another. Seminar is free but registration required. It can be done by selecting seminar option when registering for Paper Source Note Convention |
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Convention Sessions Are In The Florentine Ballroom Your Tote Bags Are Courtesy of Anderson Advisors Your Note Pads Are Courtesy of Directed IRA |
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| 1:00 p.m. | Welcome |
| 1:10 p.m. | Keynote: Note Marketing Results In 2022 Jeff Armstrong, Armstrong Capital ArmstrongCapital.com |
| 1:50 p.m. | Did You Look Under the Hood? False Assumptions and Your True Yield Will Henning, First National Acceptance Co. FnacBrokers.com |
| 2:25 p.m. | Networking Break Refreshments Courtesy Of Mortgage Lender Services Inc. MtgLenderServices.com |
| 2:45 p.m. | Lessons Learned Dean Engle, Park Tree Investments, LLC ParkTreeInvestments.com |
| 3:45 p.m. | BONUS SEMINAR—Increasing Yields in Any Market and Apartment Notes Tom Henderson, H. P. Capital HpNotes.com |
| 5:30 p.m. – 6:30 p.m. | Welcome Reception – The Exhibit Hall Hosted By Allied Servicing Corp. AllServicing.com |
Florentine Ballroom
All times Pacific
| 8:30 a.m. | Keynote: Do the DUE! Due Diligence Steps To Take To Protect Your Investment Paige Panzarello, “The Cashflow Chick” CashflowChick.com |
| 9:10 a.m. | Protect Your Paper: Tax & Asset Protection Strategies For Real Estate Note Investors Toby Mathis, Esq., Anderson Advisors AndersonAdvisors.com |
| 9:10 a.m. | Protect Your Paper: Tax & Asset Protection Strategies For Real Estate Note Investors Toby Mathis, Esq., Anderson Advisors AndersonAdvisors.com |
| Coffee Courtesy Of Total Lender Solutions TotalLenderSolutions.com |
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| 9:45 a.m. – 10:45 a.m. | Network In The Exhibit Hall! |
| 10:45 a.m. | Safeguarding Your Notes Melissa Bolling, Allied Servicing AllServicing.com David Roberts, Financial Partners Agency FinancialPartnersAgency.com Randy Newman, Total Lender Solutions TotalLenderSolutions.com Kevin J. Cordell, Madison Management Services MadisonManagement.net Toby Mathis, Moderator AndersonAdvisors.com |
| 11:45 a.m. | Luncheon In The Exhibit Hall Hosted by Financial Partners Agency FinancialPartnersAgency.com |
| 1:00 p.m. | Maximizing Your IRA With Notes And Real Estate Belinda Savage, iPlan Group iPlanGroup.com Mat Sorensen, DirectedIRA DirectedIRA.com Jason DeBono, NuView Trust NuViewTrust.com Juan Deshon. Quest Trust Company QuestTrustCompany.com Bob Zachmeier, Moderator NoteCarry.com |
| 2:00 p.m. | From $0 To $10MM In 18 Months – How To Rapidly Expand Your Note Portfolio With No Experience Mark Hegenbart, DO Income Fund DOifund.com |
| 2:45 p.m. – 3:45 p.m. | Network In The Exhibit Hall! Refreshments Courtesy Of Note Unlimited NoteUnlimited.com |
| 3:45 p.m. | Why You Should SELL Your Best-Performing Notes Bob Zachmeier, Note Carry NoteCarry.com |
| 4:30 p.m. | 2/10s Of A Second Changed Everything — Judgment Enforcement Opportunities Are Now Significantly Improved Joe H. Dickerson, Financial Forensic Services FinancialForensicServices.com |
| 5:30 p.m. – 6:30 p.m. | Networking Reception – Exhibit Hall Hosted by DO Income Fund DOifund.com |
All times Pacific
| 8:30 a.m. | Keynote: Secrets, Sources & Investing Updates Matthew Kelley AfterAuctionBid.com |
| 9:15 a.m. | The 5 Biggest Due Diligence Mistakes To Avoid in 2022 Fred Moskowitz FredMoskowitz.com |
| 9:55 a.m. – 10:20 a.m. | Networking Break Beverages Courtesy Of Fusion Notes FusionNotes.com |
| 10:20 a.m. | The Beauty of Brandonland Gordon Moss, Quixote Investments RealEstateandNoteInvestment.com |
| 11:05 a.m. | How I Saved Over $400,000 In Taxes On My 2021 Tax Return Jack Krupey, JK Asset Management JKAssetManagement.com |
| 11:45 a.m. – 12:10 p.m. | Networking Break Beverages Courtesy of Paperstac.com |
| 12:10 p.m. | Who’s On First — Five Case Studies Ranging From A Strikeout To A Home Run And How To Learn From Them Nathan Turner, “The Canadian Note Guy” CanadianNoteGuy.com Dave Putz, JKP Holdings, LLC JKPHoldings.com |
| 12:55 p.m. | What Will You Be Doing Monday Morning? Jeff Armstrong, Armstrong Capital ArmstrongCapital.com |
| 1:15 p.m. | The Paper Source Note Convention 2022 Adjourns |
“‘I speak from experience….This is the most informative conference ON ANY SUBJECT I have ever attended. This is BY FAR the most informative and productive note conference you will EVER attend! I’ll be there for the third time because I simply can’t afford to miss it.”
“Everyone I talk to says this is THE pinnacle of note events in the country. If anyone is considering coming to the Paper Source, I would tell them: This is the one. Don’t miss out on this conference. Make sure you take part.”
“What we try to do at Paper Source events is to get people to teach who are actually in the note business, not the seminar business, and to provide the best networking opportunities in the industry. Having been in the note business since the 1980’s, we know who the real players are. I talk them into coming out of their offices to teach for us, and then they go back to their note businesses. They’re not on a seminar circuit 100% of the time for sure. We like to get real people there, people who DO what they rarely teach.”
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