Missy Logan 
Pine Financial Group 


Saturday October 25, 2014 from 8:00 AM to 5:00 PM MDT

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Red Lion Hotel

3200 S Parker Rd.

Aurora, CO 80014

(303) 695-1700

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Real Estate Investor Success Summit Fall 2014

The Fall Success Summit is the biggest and best Real Estate Investing event in the state!  All meat and no sizzle.  Leave your check book at home because we don't have books or tapes to sell you.  This is a content rich event without the sales pitches.

Join Pine Financial Group and Your Castle Real Estate for this one-of-a-kind event. We did this in the spring and people loved it, so there will be a happy hour after the summit  - we will even buy your first drink!


Keynote Speaker Denver Mayor Michael B. Hancock



Denver's Mayor Michael B Hancock will kick off the event as our Keynote Speaker. Come hear how the Mayor is helping real estate investors with development projects and see what his future vision is for our market. There will be an opportunity for Q&A, so bring your questions. 

We have been told over and over that this is the best event our guests attend all year.    Please join us for another fantastic real estate education event with NO SALES PITCHES!!! You love choices, so we will have several speakers in breakout sessions, one great keynote and one killer expert panel so you can choose what you will learn all day.

If you have joined us in the past for the Success Summit you know this is the must attend event in town. If this is your first time, come see why! 


Here is just some of what you will learn:

  • How Hard Money is making it possible to make a seven figure income 
  • The latest fix and flip trends from the trend experts in Denver
  • How to get started in real estate
  • Construction management systems that work
  • Lender Expert Panel
  • How you can quit working for the man and do what you love for the rest of your life 

Plus get a chance to network with local expert speakers, vendors and guests that can help you accelerate your business and become the super investor you have wanted to be.  

Real Estate is the #1 Fastest and Easiest Way to wealth and has proven to be a money maker for some of the richest people in the world!!

How would you like to learn about real estate from local experts? What about how to stay motivated during difficult times? How would you like to let us buy your a drink while you mingle with the best and the brightest in the real estate investing business?  Learn from people on the ground in Colorado that are out there doing deals and making money today.  Free up your calendar on October 25, 2014 because that is exactly what you are going to get!  Pine Financial Group, Inc. and Your Castle Real Estate are teaming up to bring you a one of a kind content-rich event AGAIN!!! We're providing the Steak, not the Sizzle. A full day of education and networking!!!

Click Here to Register For Only $1010 dola

This event has proven to be the "go to" event in Colorado for real estate investors and other real estate professionals.  There is no larger or better event for real estate investing in the state.

Registration begins at 8:00 am and the action starts at 8:30.  You will hear from a handful of hand selected experts with no sales pitches, period.  We want to help you accomplish your goals.  Please understand that we make our money doing deals not selling books and tapes. 

We continue to improve the event with prior ateendees' feedback, giving you - the investor - the most up to date information from professionals in your very own market. 

The feedback continues to be postitive as each event improves with more choices, better logistics and on-site food options.  

We have TWO motivations for taking the time and money to practically give this away. 

  1. It is important to give back to the community that has helped us become successful
  2. We want to grow our network and meet new people like you

This event has changed people's lives.  Check out what some past attendees have to say about the Investor Success Summit:

"It was fantastic! I was a beginning investor with only one property struggling to find the financing for my second deal. I’ve since closed 4 more deals that I wouldn’t have been able to do without Pine Financial. Also the networking opportunities have been great. Being able to discuss deals with other investors, find contractors and property managers has been crucial in allowing us to grow our investment portfolio."

Scott Eskridge

Mortgage Broker, Leader One Financial

"The Investor Success Summit was a powerful networking event for me and my company.  The educational value from the speakers was great and really opened my eyes to how I can improve and expand my business.  It was also the best networking event that I have been to in years.  Every person I spoke to, including vendors, added value to my business and I was seen as a value to theirs.  As a wholesaler, I could not have asked for a better event."

John Brokken, Investor

I'd like to thank Kevin, John, Charles, and all their presenters for putting on an excellent conference.  Whether you're an experienced investor or just getting started you'll find something useful.  No sales pitches, no "gurus", just timely information for investors trying to make money here and now.

Jon Holdman, Investor



Check out just a few of our expert speakers and some of the topics they'll be presenting:

 Joe Massey  

Joe is a graduate of the Colorado School of Mines with a degree in Economics and Business. Joe has been a lender since 2002; has been recognized as a “Million Dollar Loan Officer” since 2007 and recognized by 5280 Magazine as a Five Star Mortgage Professional in 2012, 2013 and 2014. Prior to working with residential mortgages, Joe was a commercial lender, underwriter and financial analyst which prepared him for his mortgage career and taught him the specifics of how to get loans approved and how to find the best terms for the customer.  Joe now works as a Senior Loan Officer for Castle & Cooke Mortgage, a Billion Dollar mortgage lender based in Salt Lake City, Utah.  In partnership with Your Castle Real Estate Pine Financial, Joe has closed hundreds of loans for both experienced and first-time investors and he continues to contribute to the investment community with his monthly presentations on financing options for investors. 

Matt Pillmore 

After studying under a creator of the personal credit scoring formula called FICO Matthew Pillmore became the youngest of under 200 certified credit scoring experts.  13 years later he is considered a leading authority on creative cash flow, business/personal credit scoring, and debt/mortgage management techniques.  Over the past 3 years Matthew's secret recipe for creating uber cheap leverage through banks has exploded in popularity with Real estate investors and business owners from every corner of the country.

Clay Malcolm 

Clay Malcolm is the Director of Business Development for New Direction IRA. In this role, he oversees marketing, education programs, and facilitates the training of business development and client representative teams. Clay has shared his expertise regarding self-directed IRAs and HSAs at speaking engagements across the United States.   Currently, he teaches continuing education classes for CPAs, CFPs, and real estate professionals as well as presenting informational sessions for retirement investors looking to acquire precious metals, real estate, private equity, and more.  Clay received his Bachelor of Science degree in communications from Northwestern University.

Topic: An IRA Can Be a Real Estate Investor  

Most investors are unaware of how IRAs can be active in real estate deals.  Attendees will learn how use their own expertise to increase their retirement portfolio.  They will also discover how to use other people’s IRAs as a funding source for their personal deals. This fast-paced presentation covers IRA basic orientation, self-directed IRA procedures and rules, and detailed information related to investing in real estate using retirement plans. Be prepared to expand the way you think about your retirement funds, and feel free to bring questions.

Troy Miller  

Troy Miller, Executive Director of the Investment Community of the Rockies, comes to Colorado via Cincinnati, Ohio after spending five years serving as the Director of Business Development & Events for the National Real Estate Investors Association.  Troy has been in Association and Not for Profit Management for over 10 years. Having grown up a mother who served as a property manager for 35 years and a father who was a general contractor, his focus is with real estate based associations. 

Topic: "Leveraging Your Social Equity":  4 Tips to Dominate Lead Generation and Real Estate Finance

Your network is your net worth, but how do you add to your personal bottom line with better networking and bigger relationships?  

What distinguishes highly successful people from everyone else is the way they use the power of relationships—so that everyone wins? This session lays out the specific steps—and inner mindset— to reach out to connect with the colleagues, friends, and fellow investors in your contacts list to build your social equity. Learn how to handle rejection, learn to ping people to stay engaged, getting past gatekeepers, the power of audacity, not keeping score, and how you can position yourself to leverage the wealth of your "social equity" for your real estate business. 

Brad Podhajsky  

Brad Podhajsky is a full-time investor and licensed real estate agent for over 10 years.  Brad has wholesaled 150+ properties, coached over 250 students and is Owner of Investors Realty Resource of Colorado (IRROC).  

Topic: Wholesales to Holds - Generating Leads in a Competitive Environment

Need more deals? Tired of competing with multiple offers? Has your Realtor stopped taking your calls? 

If you are tired of fishing for deals in the same pond as everyone else - look for a new pond!

When it comes to looking for deals, most investors concentrate on just two things: the house and how much it costs.  If you are just looking on the MLS for deals you are certainly missing opportunities all around you!!  Many people just like you are coming across GREAT real estate deals every day but just don’t know how to recognize them.  By opening your mind to a new way of thinking, profitable opportunities are everywhere!

  • What types of leads to look for (they are not what you think)
  • Practical non-intimidating ways to network for leads
  • How to generate leads for wholesale, flips or holds
  • Low cost ways to market for leads
  • Examples of deals we have put together where everyone wins!

Stephanie Long 

Attorney Stephanie Long is the Managing Partner of Estill & Long, LLC, a law firm in Denver Colorado.  Ms. Long has authored several publications and is an expert on dealing with the tax and business complexities real estate investors and business owners face on a daily basis.  She has extensive experience providing tax planning and business advice to her clients. She also advises clients who are experiencing issues with the IRS or their state taxing agencies. She is a frequent national seminar speaker, lecturer, and instructor at various events and colleges across the country. She has spoken to and has helped thousands on business and tax planning techniques important to real estate investors and business owners.  

Topic: Tax Savings Tips for Investors 

Taxes are one of the single largest expenses you will ever have to pay in your lifetime. Join Attorney Stephanie Long as she discusses the importance of knowing the tax deductions that enable business owners and investors to reduce their taxes to the legal minimum. In this informative presentation, Ms. Long will cover the following topics: 

  •          The best tax deductions for business owners
  •          Hiring your kids and spouse
  •          Home office, automobile, travel, meals and entertainment deductions
  •          Real estate investor tax issues
  •          Investor Business Entity structuring for maximum tax savings

Charles Roberts  

Charles Roberts is co-owner and Managing Broker of Your Castle Real Estate, Inc., a metro Denver firm with 400 agents. He is a registered appraiser, licensed Realtor, and a former loan officer. He has invested in Denver real estate for the past 15 years, completing dozens of fix up projects along the way, and currently manages his own portfolio of properties in Denver Metro. His specialty is helping investors buy cash flow properties. 

He is a frequent lecturer on the Denver real estate market and is quoted regularly by the Denver Post, 5280 Magazine, Money Magazine, CASA Magazine, Inman News, and the Denver Business Journal. He co-hosted a local real estate radio show and appears regularly on NBC’s 9 News, ABC’s News7, Colorado Public Radio, and Nightline to help make sense of the state of Denver real estate. He co-authored the book “The 2013 Guide to Colorado Real Estate Investing.”

He is also a Director at the 5,000-person Denver Metro Association of Realtors and is the Chair of their Education Committee.

Aaron Lebovic

Aaron Lebovic is a third generation real estate investor and an expert on finding deals throughout the foreclosure timeline (before, at, and after auction, with a lot of cash OR little money needed!).   He has personally invested in over 130 distressed properties.  Check out reviews of his classes on  You'll be AMAZED at what people are saying and you WON'T want to miss this class!

Topic: Finding and making secret, off-MLS deals before, at, and after foreclosure auctions. 

There are THOUSANDS of transactions in Colorado that take place and never hit the MLS.  And now, many homes in foreclosure have equity!  Hang on to your hats - this fast paced and action packed class will uncover 8 ways to find and make deals throughout the foreclosure timeline without touching the MLS.  This isn't just about buying at auctions, but buying directly from homeowners, strategies on buying junior liens at deep discounts, and getting great deals directly from active auction buyers!

Kevin Amolsch  

Kevin Amolsch formed Pine Financial Group, Inc. in October 2008 after leaving a small mortgage company as the senior loan officer for residential lending.  Kevin has a degree in Finance from Metropolitan State College of Denver, which he attended after serving four years in the US Army.  Kevin started out in banking, working at First Bank in the lending department while in school.   From there he started his first real estate investment company, which is still active today.  He owns more than 20 properties amounting to over 50 units and has closed on over 700 transactions as a buyer, seller or mortgage consultant. Kevin and Pine Financial Group, Inc have access to over $30 million in private equity and the business continues to see strong growth.

Panel of Experts

Our most useful panel is BACK!!!  The "LENDER PANEL," where lenders in this business answer your toughest questions while they let you dig into their business and how they are helping people just like you.  You can't close deals without the money, so come learn where the money is and what it takes to get a piece of it. 

Just one idea from one speaker or one attendee can make you $15,000 or more by the end of the year!

By giving up $10 and one Saturday you can change your financial life forever.  Imagine a life like this:

  • No need to worry about living pay check to pay check
  • Have a cushion of money in your bank account to fall back on
  • No more answering to a boss and showing up to work on time
  • No more stress about driving in traffic
  • Go where you want when you want

Life is good when you are on top and we can help you get there. 

It is time to take control of you financial life.  It is so simple and it starts with this event.  There is no better value on real estate education PERIOD.  We talk to people all the time that have spent $20,000 to $30,000 to learn less then half of what they will learn at this event.  This type of event normally sells for $1,000 to $2,000 but you wont pay near that.   We make no money from this so we just need to raise enough to cover our costs.  You will get this entire event with bonuses for just TEN BUCKS!

Learn from and network with top local experts for just $10!!!!!

Here is our promise to you.  If you dont think this is the absolute best real estate event in Denver we will give you 100% of you money back no questions asked.

Did we mention the Happy Hour?