

Matt Morrow
Meetup Event
Event has an attendee limit of 45
Jun 23, 2026
6:00 PM - 8:00 PM (EDT)
Bethlehem
1495 Valley Center Plwy, 300, PA, United States
Join us for an interactive investor roundtable with Vandon Cooper of Primerica as we discuss one of the most underutilized tools available to investors: retirement accounts.
Many investors assume their 401(k) or IRA is simply money that sits until retirement. In reality, understanding the flexibility, limitations, and opportunities within these accounts can open new possibilities for long-term wealth building. Whether you're an active real estate investor or just beginning your investment journey, this discussion will provide valuable insights into retirement planning, investment options, and how these tools may fit into your overall financial strategy.
No sales pitch. No complicated financial jargon. Just practical education, open discussion, and real-world insights to help you make more informed investment decisions.
You'll Learn: • The differences between 401(k)s, Solo 401(k)s, Traditional IRAs, and Roth IRAs • Common misconceptions about retirement account investing • How some investors utilize retirement funds to invest in real estate • The advantages and limitations of different investment vehicles • Questions you should be asking your financial and tax professionals • How retirement planning and real estate investing can work together to build long-term wealth
Whether you're looking to grow your portfolio, improve your financial literacy, or simply learn what options may be available to you, this roundtable will provide valuable insights and discussion.
Location: The CORE Team Office – Bethlehem, PA Brokered by Realty ONE Group Supreme
Date & Time: Monday, June 23rd 6:00 PM – 8:00 PM
Sponsored By: Shawn McPhilemy Contour Mortgage
About REI Partners: REI Partners is a collaborative real estate investing community focused on helping entrepreneurs grow through practical education, networking, and real-world experience. Whether you're brand new or actively scaling a portfolio, our events are designed to provide actionable insight and meaningful connections.
Important: Space is limited and RSVP is required for you and any guests. If you've ever wondered whether your retirement accounts could do more than simply sit in the stock market, this is a conversation worth being part of.
Matt Morrow
Meetup Event
Event has an attendee limit of 45
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