Schedule 2018



​Tote Bags Courtesy Of Reliant Financial
Note Pads Courtesy Of SN Servicing Corp.



9:30 – 11:30 a.m. Clark Co. (Las Vegas) Trustees Sale (Foreclosure Auction)

Nevada Legal News, 930 S. 4th St., Las Vegas
Meet in the parking lot of the Nevada Legal News for a briefing by Scott Sibley, Publisher of the Nevada Legal News and experience the auction. FREE if you are registered for the Note Symposium. Provide your own transportation.



10 a.m. – Noon Special Seminar: “Back to the Basics – An introduction and overview of the Seller Financed Note Business (Performing Notes)”

Jeff Armstrong  The Tuscany Meeting Room at the Tuscany Suites Hotel (the Note Symposium hotel), 255 E. Flamingo Rd., Las Vegas.  A seminar for beginners and those who want a refresher. FREE if you are registered for the Note Symposium.


1:00    Note Marketing For Results – Statistically Foolproof For 2018
Jeff Armstrong

1:45    My Nightmares in Cashflow Investing – And How To Avoid Them In Your Own Business
Michael Taylor, Financial Columnist, Hearst Newspapers

2:30   How To Score A Perfect 10.0 On Your Notes!
Bob Zachmeier,

​3:15 – 3:30    Networking Break – Refreshments Courtesy Of  Amerifunds Diversified Funding

3:30   Balloons, Wraps and Partials: Do’s & Don’ts
Tom Henderson

5:30 – 6:30   Welcome Reception Courtesy Of Allied Servicing Corp.




7:30 a.m.     Continental Breakfast Courtesy Of Evergreen Note Servicing

8:30   Building Wealth With Houses and Notes
John Schaub

9:00    Roundtables In The Forum:
Mainstar Trust: “IRA Custody Solutions For You” – Table 3
Time Value Software:  “How To Price ANY Note”  – Table 6
Revival Brothers:  “Non-Performing Notes Analysis – Table 19
First National Acceptance Co.:  “The 3 Most Important  Factors To Note Brokering” – Table 22
Brownstone Mortgage Capital Corp.: “A Commercial Mortgage Note Buyer” – Table 25

9:15    The Non-Performing Note Is The Ultimate OPTION
Gordon Moss,

10:15 – 11:15  Network In The Forum Exhibit Hall! Coffee Courtesy Of Note Assistance Program

11:15    Using Artificial Intelligence To Automate Your Note Business
Simon White,

11:45    Luncheon In The Forum Courtesy Of J. B. Lloyd & Associates LLC   / U.S. Risk


1:00 p.m.  New CFPB & Bankruptcy Rule Changes
Joshua Scheer, J. D.

2:00    Dollars And Sense — A Very Special Guest!

2:45 – 3:30 Network In The Forum! Refreshments Courtesy Of Amerifunds

3:30    How To Succeed As A Note Broker (Panel)
Danette Ferguson, Reliant Financial,
Eric Swanson, Investors Financial Corp.
Vanessa Britt, AmeriFinds Diversified Funding,
Daniel Malcolm, First National Acceptance Co.
Rob Guyse, Grand Bank,
Alex Nackoul, Brownstone Mortgage Co.,
Gene Powers, Nationwide Secured Capital,

3:45     Roundtables In The Forum:
IRA Services Trust: “The Do’s and Don’ts of Self-directed IRA Investing” – Table 6
John Schaub: “Building A Lifetime Income Stream” – Table 19
The Note Assistance Program (N.A.P): “Strategies Of 1st Position Note Investing”– Table 22
National Asset Mortgage: “Compliant Owner Finance Origination and Servicing”– Table 25

4:30    How To Recover Up To 100% Of Your Claim/Judgment —Even When Your Debtor Has No Assets!
Joe Dickerson & Karl Epps, Financial Forensic Services

5:30 – 6:30    Networking Reception – The Forum Exhibit Hall
Courtesy Of Note Servicing Center



7:30 a.m.    Continental Breakfast Courtesy Of Investors Financial

8:30   Intoxicating Assets: How To Be The Bank, Invest In Real Estate Without Tenants, And Why Seconds Come First
Sándor Lau, Chief Inspiration Officer  Noted Financial

 9:00         Roundtables In The Forum
Rich Meyer: “Outstanding Loss Mitigation Ideas” – Table 3
Bob Zachmeier: “Scoring A “10” On Your Notes” – Table 6
Jack Shea:  “Trust And Options Strategies” – Table 19
Joe Dickerson & Karl Epps:  “Advanced Debt Recovery” – Table 22
Danette Ferguson:  “What To Look For On A Note,  Fixing Problem Notes, The 1st Doc You Need To See, & Free Websites To Find Data”– Table 25

9:15    Negotiation Strategies For Buying And Selling Notes And Property
John Schaub, Author of Building Wealth One House at a Time  –

10:00 – 10:45  Network In The Forum!  Coffee Courtesy Of Revival Brothers

10:45  Maximizing Your IRA With Notes And Real Estate (Panel)
Terry White, Sunwest Trust,
Bob Malecki, Resolution Capital Management,
Kent Kinzer, Equity Trust Co.,
Thomas Schmidt, MainStar Trust,
Sandra Reese, IRA Services Trust Co.,

11:45    Luncheon In The Forum Courtesy Of Sunwest Trust, LLC


1:00 p.m. Secrets Of Due Diligence
Danette Ferguson, Reliant Financial

1:30   You Think You Know, But You Don’t – Breaking Bad Habits In The Note Business
Will Henning, First National Acceptance Co.

2:00   6 Important Buying Considerations Of Successful Note Investors
Rich Meyer, Default Investor Association

2:30 – 3:00   Networking Break – Refreshments Courtesy Of Amerifunds Diversified Funding

3:00 Business Note Opportunities & Traps
David Barnett

3:45 Using Effective Communication & Rapport Building To Close Deals
Robert Oberhand, Crest Vision

4:15 My Favorite Deal! (Panel)
Gerald Lemoine, The Lemoine Group,
Philip M. Drew, Brig. Gen., USAF (Ret.), Delaware REIA,
James Chen, Private Investor
Jack Shea,,
Tom Chase, Pinnacle Funding & Investment Group, LLC,
Nathan Turner, The Canadian Note Guy,

5:15 Your Action Plan For Monday Morning
Jeff Armstrong, President, Armstrong Capital

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