Welcome to the 2020 Spartan Summit!

The Spartan Summit allows you to experience a true turn-key real estate market that is constantly growing and diversifying. Join us to hear from industry experts on wide-ranging topics and expand your knowledge so you can walk confidently through your passive income journey.
The Spartan Summit is hosted by the team at Spartan Invest, a premier turn-key real estate investment provider in Alabama.
Register Now!

Agenda

  • 08 October
  • 23 October

Welcome to the Spartan Summit

09:30 AM 09:35 AM

Lindsay  Davis

Why Real Estate

09:35 AM 10:35 AM

Keith Weinhold

What is Spartan?

10:35 AM 11:05 AM

Lindsay  Davis

Break - Spin the Wheel Game

11:05 AM 11:15 AM

Amanda Ford

Break - New Construction

11:15 AM 11:20 AM

Amanda Ford

Financing Turn-Key Models

11:20 AM 12:20 PM

Joey  Mure

Russ Morgan

Lunch Break - Birmingham City & Food Tour

12:20 PM 01:00 PM

Stephanie Devine

Amanda Ford

Scott Hildebrandt

Are You Ready?

01:00 PM 01:30 PM

Scott Hildebrandt

Nullifying Compound Interest with Inflation

01:30 PM 02:30 PM

Aaron Chapman

Break - Vulcan Park Tour

02:30 PM 02:35 PM

Amanda Ford

Break - Announcement

02:35 PM 02:45 PM

Lindsay  Davis

Hicks Chapel: Spartan's Before & After

02:45 PM 03:00 PM

Amanda Ford

Spartan Sips - The After Party

03:00 PM 04:00 PM

Lindsay  Davis

Amanda Ford

Scott Hildebrandt

What is ARP?

09:30 AM 10:00 AM

Stephanie Devine

Tax Planning Strategies - Passive Investing, Federal Taxation & Opportunity Zones

10:00 AM 11:00 AM

Heather Melson

James Norris

Emerging Markets

11:00 AM 11:20 PM

Maureen McCann

Break - Sloss Furnace Tour & Civil Rights

11:20 AM 11:35 AM

Amanda Ford

Scott Hildebrandt

How To Create Your Own Bank In 30 Days To Multiply Your Cashflow.

11:35 AM 12:35 PM

MC Laubscher

Lunch - Huntsville City Tour

12:35 PM 01:15 PM

Stephanie Devine

Warrior Trafford: Spartan's Finished Renovation

01:15 PM 01:25 PM

Stephanie Devine

Biggest Mistakes

01:25 PM 01:45 PM

Amanda Ford

Break - Announcement

01:45 PM 02:00 PM

Lindsay  Davis

Amanda Ford

Why Large Multifamily

02:00 PM 03:00 PM

Whitney Sewell

Spartan Invest Office Tour & Summit Closing

03:00 PM 03:30 PM

Lindsay  Davis

Sponsors

Spartan U

Speakers

Keith Weinhold

Get Rich Education

If you’ve ever really wanted to know how real estate makes ordinary people wealthy, ask Keith Weinhold.

He is the Founder of Get Rich Education.

He’s an international best-selling author.

He hosts of one of America’s top investing shows, the highly popular Get Rich Education podcast. Released weekly, it has nearly 3 million listener downloads across 188 world nations.

In 2002, when it was time to purchase his first home, Keith transformed from a rent-paying tenant into a real estate investor overnight. He bought an Anchorage, Alaska four-plex building, living in one unit while renting out the other three.

Today, Keith actively invests in apartment buildings, single-family homes, and agricultural real estate - even Panama coffee farms.

Keith’s written work appears in Business Insider, Rich Dad Advisors and Forbes.

He is an active, contributing member to the Forbes Real Estate Council.

With a commitment to broader financial literacy and real estate, Keith’s mindset and investing philosophy is in the Rich Dad quote: “Don’t live below your means. Expand your means.”

One of his three legally trademarked phrases is also how he signs off with every podcast episode, the enduring: “Don’t Quit Your Daydream”.

08 October

Whitney Sewell

Life Bridge Capital

Whitney Sewell is a country boy from rural Kentucky. He grew up riding horses and has always driven a Chevy truck. He is a veteran of the Army National Guard and spent all of 2005 deployed in Iraq. He was awarded the Soldier of the year that year. When he arrived home he began working for the Kentucky State Police and courting his lovely
wife, to whom he’s been married for over 10 years. Whitney and his wife, Chelsea, have three children who came to their family by adoption. They began investing in real estate in 2009 when it became clear that a career in law enforcement was not going to afford them the ability to live off one income as they desired. In 2017, they started Life Bridge Capital LLC, working with accredited investors and helping them improve their investment returns via the exceptional opportunities that multifamily syndication offers. Whitney has always had a passion for both real estate and helping others, and Life Bridge Capital LLC affords him the opportunity to do both, while also funding a very important cause that has become deeply personal. This becomes the best of both worlds for investors. Through working with Whitney, investors not only receive exceptional returns financially but also change both the lives of orphans around the world and the lives of the families who adopt them. Whitney is quick to point out that while this is his own passion, he doesn’t make this the main focus to investors, but does hope a certain percentage feel good about what Life Bridge Capital does. “We provide a fantastic return for our investors, and that’s why someone should invest with us first and foremost. However, it is my hope that this component of our business – us giving 50% of our own profit to adoption – perhaps helps sway someone to work with
us, assuming all else is equal, of course. This is our calling, but our investors can smile knowing that just by working with us, they helped a little bit too.”

We have 450 doors under management valued at approximately $50 million. Whitney is the host of The Real Estate Syndication Show, a daily podcast where he interviews experts in the real estate syndication business and provides essential content for his listeners. Life Bridge Capital's motto is: making a difference one investor, one child, at a time.

23 October

Russ Morgan

Wealth Without Wall Street

Russ, aka, The Idea Guy, started his career in the financial industry. With 4 years of planning under his belt, Russ was stunned in September of 2008 to see the DOW Jones plummet 800 points. He had no idea that the market could react in such a volatile manner and knew this was something he could never have control over. Russ began a journey that day to passionately understand more about how to take back and gain control over his money, as well as his clients. Russ believes that it's time you stop following conventional planning methods and start thinking for yourself. He enlightens business owners and investors with the knowledge they need to make sound financial decisions. The best path to financial freedom is one that frees you to make decisions that allow your money to grow, allow you to have access to this money, and to protect this money from market swings and tax regulations. Yes, all of this is possible, and Russ thrives on helping people in their journey to reach this financial freedom.

08 October

Joey Mure

Wealth Without Wall Street


Joey, aka, The Stallion started his career in the mortgage business in 2003. He grew to become a branch manager with one of the Nation's top mortgage lenders leading 25 loans officers. By 2010 he had achieved national recognition. Despite earning an impressive income he still had significant questions about how to save for the future without having to borrow from banks. How does anyone save aggressively for retirement AND simultaneously pay for automobiles, save for college, weddings, and vacations? In 2010 Joey met Russ, who shared the Infinite Banking Concept and everything changed. IBC allowed Joey to get completely out of debt besides paying off his mortgage, he started saving four times the amount he had previously been saving, and now had a clear plan of how to save for all our life's expenses without giving up retirement savings. Joey decided to join Russ and co􀂅founded a company called Wealth Without Wall Street. They teach people to stop trading time for money to achieve financial freedom by following the 5 Pillars of Wealth Without Wall Street.

08 October

Heather Melson

Pearce, Bevill, Leesburg, Moore P. C.

Heather Melson, CPA, is a Tax Manager of Pearce, Bevill, Leesburg, Moore P. C. She is a native of Tuscaloosa, Alabama and a 2008 graduate of The University of Alabama. She graduated magna cum laude with her Bachelor’s & her Master’s degrees in Tax Accounting. Heather provides tax consultation to a wide range of clients including healthcare, real estate, non-profit, law, small business and individuals. She provides consulting services related to strategic tax planning and compliance, operational efficiencies, equity transactions and mergers, ownership structure, and compensation planning. She specializes in medical practice and small business consulting centered towards practice management and tax consulting.

As the real estate market has grown exceedingly in the Birmingham area over the last few years, she has shifted focus into using that growth for investment and tax planning strategies to help her clients reduce their tax liability and save for retirement.

Heather is actively involved in her church, several non-profits and civic organizations. While not crunching numbers and working with her clients, she enjoys spending time with her husband & two young daughters doing anything that gets them outdoors.

23 October

James Norris

Pearce, Bevill, Leesburg, Moore P. C.

James Norris, CPA received an under graduate degree from Auburn University at Montgomery in 1988 and an MBA from Auburn University at Montgomery in 1996. With over 24 years of experience in accounting, tax, tax research, consulting service and multi-state tax issues, James focuses on providing tax services to closely-held companies with an emphasis in manufacturing and distributions, real estate development, general contracting and construction, professional services, and others. James has served as a tax instructor for accounting firm staff and at the college level as an adjunct professor at U.A.B and Faulkner University. James is a member of the American Institute of Certified Public Accountants (AICPA) and Alabama Society of Certified Public Accountants (ASCPA).

23 October

MC Laubscher

Cashflow Ninja Podcast

M.C. Laubscher is a Husband, Dad, Podcaster & Cashflow Coach.
As a cashflow investor & serial entrepreneur, M.C.’s passion is to assist investors & business owners to create, recover, warehouse & multiply cashflow through advanced strategies.
Having figured out how to escape the rat race and replace his income through cashflow investing, he shares how highly paid professionals and business owners can replace their incomes through cashflow investing strategies to escape the matrix.
M.C. is a member of the Forbes Finance Council and has shared his strategies on Forbes Magazine, Entrepreneur Magazine, Grant Cardone TV, and Biggerpockets.
The Cashflow Ninja Podcast has been downloaded over 3 million times in over 180 countries and has been featured as one of the top 48 podcasts for entrepreneurs by Entrepreneur Magazine & is regularly featured as one of the top 100 podcasts by Apple Podcasts.
M.C. is also the President & Chief Executive Officer at Producers Wealth, a virtual wealth creation firm that assist investors, and business owners to set up and implement Infinite Banking.




23 October

Aaron Chapman

Security National Mortgage Company

Aaron, a veteran in the finance industry beginning 1997, exited Mining, Heavy Equipment Operation, Welding and long haul truck driving. Since entering the finance industry his clientele has ranged from those purchasing their first home, building their dream home or investing in multiple properties for long term cash flow. His expertise is in the complicated. Presently ranked #14 in an industry of over 300,000 licensed loan originators for transactions closed annually (723 closed units for real estate investors in 2019, 707 in 2018 and 676 in 2017); Aaron is that battle-worn partner every real estate entrepreneur needs to walk thru the tough parts of building a real estate business.

In addition to a career in real estate finance Aaron is a Published Author with 4 books released and dozens of magazine articles. Very happily married to his wife since 1996 with 4 children. Aaron and his wife both take great pride in watching their children mature and make calculated decisions about their lives with their parents coaching. The hindsight education is openly discussed and both parent and child benefit from such conversation which has led to the creation of a family business where each member (even the 12-year-old) has a say in the family investments and growth of the family assets.

Aaron and his wife recently retired from 9 years of service with the Pinal County Sheriff’s office volunteer Rescue Unit. Both retired as team leaders. Aaron’s specific role within the Unit with designations as EMT (his wife is a Paramedic) was to lead the Technical Rescue unit as well as the Off-road and as well as the Air Rescue Unit’s. During those years the team experienced in excess of 50 rescues each year. In many cases, the missions completed received international media attention with lives preserved in extreme circumstances.

08 October

Lindsay Davis

CEO
Spartan Invest

In her role as CEO, Lindsay manages all of the day-to-day operations for a team of over 20 employees, 150 contractors, and 250 additional outside vendors. She has sole responsibility for Spartan Invest’s $12 million in assets and $22 million in revenue. In 2017, Lindsay traveled to Barcelona, Spain, to receive the Stevie Award for International Woman of the Year. She shows extreme dedication to all of Spartan’s customers, employees, contractors, and vendors to ensure everyone is taken care of and treated fairly.

Lindsay joined Spartan Invest in May of 2011 as Property Manager. After only 8 months, she was promoted to the position of Market Director. In this role, she resided over $4M in total assets and managed the company’s entire retail portfolio. She is also solely responsible for the creation of Spartan Realty, Spartan Invest’s brokerage arm. She also worked to make the WeBuyHouses.com brand one of the leading home buyers and largest licensee in the Southeast.

Lindsay graduated from the University of Alabama in 2007. Her educational background was in Public Relations, but soon after college she made her name as an operational rock star. In her short, 4-year career at Cintas she received 5 promotions and held the positions of Production Supervisor, Service Training Coordinator, HR Manager, Office Manager, and Service Manager. Lindsay and Clayton worked successfully together at Cintas, where the idea for Spartan Invest was born.

08 October

08 October

08 October

08 October

23 October

23 October

Stephanie Devine

Director of Property Management
Alabama Rental Property

Stephanie oversees all operations of Alabama Rental Property as Director of Property Management. She has been in just about every position within the Spartan Invest and Alabama Rental Property family; from assisting in property acquisitions to leasing property to handling investor relations, Stephanie can do it all. Before joining the Spartan team, she worked for Nordstrom where she learned that company culture and customer service are less of a business practice and more of a way of life. This makes her a perfect fit for Spartan Invest and Alabama Rental Property. When she isn’t at work, Stephanie loves spending time with her growing family.

08 October

23 October

23 October

23 October

Amanda Ford

Client Services Manager
Spartan Invest

Amanda Ford joined the Client Services Team at Spartan Invest in July 2019. Amanda graduated from Troy University in 2014 with a degree in Broadcast Journalism with a focus in Public Relations. Amanda comes from a background in client support and communications in the recruiting field. Amanda’s focus is to provide clients the service and support they need to make their property investment a smooth and positive experience. When Amanda is not at work, she enjoys volunteering with the American Cancer Society, teaching at a local dance studio, and spending time with family and friends.

08 October

08 October

08 October

08 October

08 October

08 October

23 October

23 October

23 October

Scott Hildebrandt

Client Services Manager
Spartan Invest

Scott is one of Spartan Invest’s and Alabama Rental Property’s Client Services Manager and is the main point of contact for our clients once a property is purchased and being managed. Scott joined the Spartan team in the summer of 2016 after over a decade in retail management, where he managed a number of successful locations in the Birmingham area. Scott graduated from the University of Alabama in 2013, and is an Alabama native. When he’s not working with Spartan’s clients, he spends his time with his wife and newborn daughter, and enjoys rock climbing, playing guitar, cooking, and collecting bourbon.

08 October

08 October

08 October

23 October

Maureen McCann

VP Sales
Spartan Invest

Maureen McCann joined Spartan Invest in April of 2014. As the VP of Sales and Marketing, Maureen brings with her 6 years of sales and marketing experience in the turn-key marketplace. Having served as an Investment Property coach for years, Maureen is skilled at helping clients build turn-key cash flow portfolios for her clients; she has helped hundreds of investors build the type of rental portfolios necessary to reach their short-term and long-term monthly passive income goals. Investing in turn-key real estate for long term wealth generation is something Maureen understands intimately.
Whether clients want to replace their current income with passive income or are simply looking to supplement their retirement, Maureen can help design the right portfolio with the right end goal in mind. With an incredible work ethic and unquenchable thirst for knowledge, she helps provide a peace of mind experience through investing in premium income-generating properties. She spends time coaching her clients on the wealth building principles that will help her clients and their families protect their capital and mitigate the loss of their capital while investing in real estate. When you are looking for a trusted, reliable, knowledgeable consultant to assist you with building your real estate portfolio, Maureen is the best in the business.

23 October

Spartan Invest

Spartan Invest

Green Rock

Platinum
Our team of professionals has over 30 years of experience in land development, aggregate mining, timber management, residential housing, commercial real estate, property management, and real estate M&A. Among all entities, we have eclipsed 1000 transactions in total. With our comprehensive experience and proven track record, there is no better partner to rely on than our team at Green Rock.

Alternative real estate investing can be complicated and confusing. We seek to bring clarity and understanding to an otherwise cumbersome world. Many transactions are governed by a host of federal, state, and local authorities. We navigate the waters, so you don't have to. By aligning the goals of our company with the goals of the investor, we aspire to build lasting relationships and trust. In our opinion, this is the only way to become a successful company.

Law Offices of Jeff W. Parmer, LLC

Platinum

State Farm- Jason Gardner

Platinum
At the Jason Gardner State Farm Agency we are driven to serve the needs of the real estate investor.Our agency protects thousands of properties throughout the state of Alabama.Based in Downtown Birmingham we are the trusted agency for insuring your Alabama real estate investment portfolio.

The Law Offices of B. Christopher Battles, LLC

Platinum

A-Pro Home Inspection

Gold

MEAD Bulk and Junk Removal

Silver
MEAD Bulk and Junk Removal offers the highest quality junk removal and cleanup services in Hoover, AL and the surrounding areas. Our highly skilled team of professionals has the knowledge and experience necessary to complete any cleanup project to the highest standards of quality. Customer service is our top priority and we will do everything we can to ensure your complete satisfaction. If you are interested in acquiring any of our services, contact MEAD Bulk and Junk Removal today.

Reli Title

Silver
The Reli Family Story: In The Beginning – Let There Be Closings
Thirty Eight years ago, we started as a small law firm in a small town doing real estate closings. Today, we are one company, in 19 locations throughout Alabama, Tennessee, and Florida and we still do real estate closings. With time and growth, we added title insurance examinations and the issuance of owners and lenders policies to our list of services and much more. The “much more” equates to our people. We invest in hiring and training the best people in the business. Our people provide exceptional customer service, client expierence, and create our company culture. They are our #ReliFam. We strive to provide our real estate community the simultaneous delivery of happiness to our buyers and sellers, real estate agents, lenders, employees, vendors, and the community. Our goal is in the future no one will even realize we started selling real estate closings in a small law firm, in a small town. Instead they will know we are a service company delivering happiness to all that come to our company and that we just happen to sell real estate closings and title insurance.

Sterling Home Inspection

Gold

Webb Concrete & Bulding Materials

Silver
In 1946, Garth Webb formed Farmers Supply Company in Heflin, Alabama. The company started with seed, fertilizer, and hardware as the prime business, then ventured into ready mix concrete, building materials, sand, and gravel. Dedication to the customer’s needs has been our guiding principle from the start. Current owner, Phil Webb, bought the company from his father, Bobby, in 1980. Since then, Webb has grown to offer more than just concrete and building materials adding the flooring division in 2006. We have expanded to serve our customers with all materials necessary to complete a project– from the foundation up.
We proudly serve six locations in East Central Alabama– Heflin, Oxford, Pell City, Centre, Roanoke, and Birmingham. We also serve their surrounding areas including Gadsden and parts of West Georgia. Our showrooms give customers the opportunity to experience our products firsthand.
Although most people know us from our ready mix business, there is much more to Webb than just concrete. We also have building materials, paint, hardware, flooring, home finishing products, and much more. This is why we are your complete source for building!

Spartan Invest

The Spartan Difference

  • We find the best properties. Only 1% of all properties that we review meet our standards for maximum return potential.
  • We streamline renovations. Because we have 10 or more renovations active at any one time, we can streamline vendors and materials to achieve economies of scale not possible for smaller companies or single investors.
  • We consider the long-term. We know that as an investor, you want to avoid major repairs over the course of your investment, which is why we put new tin roofs and new HVAC in almost every renovation.
  • We guide our investors. We will work with you to create a personalized investment strategy and then identify the right properties within our portfolio to accomplish that strategy.
  • We are experts at leasing and marketing. There’s a reason that our properties average less than 21 days from final renovation to tenant occupied. Our marketing process is efficient and effective.
  • We screen vigorously. We only accept the best of the best in our tenant applications. We require higher credit scores than most of our competitors.
  • We have an in-house maintenance team. Our maintenance team responds to every repair request within 24 hours. It reduces cost to our owners and keeps tenants happy.
  • We handle everything. From rental agreements and collecting rent to repairs and move-in/move-out coordination, our owners never have to deal with any property management, they just sit back and collect monthly checks.
  • We provide complete transparency. Our PropertyWare software allows every investor to check on their property in real-time. You can always login and know exactly what is going on with your property.

Alabama Rental Property


Alabama Rental Property is an exclusive property manager located in Birmingham, AL. We manage over 800 properties (and growing weekly) within an hour radius of the Birmingham metro market. Each one of our properties has been carefully selected and skillfully renovated by our sister company, Spartan Invest. At this time, we do not take on additional properties to manage that have not come through this channel. We believe we are the best at what we do and we work hard to maintain that standard everyday by employing top talent, using top-notch software programs and screening for the best tenants.

Current Alabama Rental Property TV Commercial
Owner Portal Tutorial

Welcome to the Spartan Summit

09:30 AM 09:35 AM

Speakers

Why Real Estate

09:35 AM 10:35 AM

Speakers

What is Spartan?

10:35 AM 11:05 AM

Speakers

Break - Spin the Wheel Game

11:05 AM 11:15 AM

Speakers

Break - New Construction

11:15 AM 11:20 AM

Speakers

Financing Turn-Key Models

11:20 AM 12:20 PM

Speakers

Lunch Break - Birmingham City & Food Tour

12:20 PM 01:00 PM

Speakers

Are You Ready?

01:00 PM 01:30 PM

Speakers

Nullifying Compound Interest with Inflation

01:30 PM 02:30 PM

Speakers

Break - Vulcan Park Tour

02:30 PM 02:35 PM

Speakers

Break - Announcement

02:35 PM 02:45 PM

Speakers

Hicks Chapel: Spartan's Before & After

02:45 PM 03:00 PM

Speakers

Spartan Sips - The After Party

03:00 PM 04:00 PM

Speakers

What is ARP?

09:30 AM 10:00 AM

Speakers

Tax Planning Strategies - Passive Investing, Federal Taxation & Opportunity Zones

10:00 AM 11:00 AM

Speakers

Emerging Markets

11:00 AM 11:20 PM

Speakers

Break - Sloss Furnace Tour & Civil Rights

11:20 AM 11:35 AM

Speakers

How To Create Your Own Bank In 30 Days To Multiply Your Cashflow.

11:35 AM 12:35 PM

Speakers

Lunch - Huntsville City Tour

12:35 PM 01:15 PM

Speakers

Warrior Trafford: Spartan's Finished Renovation

01:15 PM 01:25 PM

Speakers

Biggest Mistakes

01:25 PM 01:45 PM

Speakers

Break - Announcement

01:45 PM 02:00 PM

Speakers

Why Large Multifamily

02:00 PM 03:00 PM

Speakers

Spartan Invest Office Tour & Summit Closing

03:00 PM 03:30 PM

Speakers