Sarasota Alternative Investment Club

12/04/2025

What an unforgettable week at the Money Show. David, our CFO, debuted his presentation, challenged investors to rethink how they evaluate alternatives, and Shawn’s session revealed how to build stability even when markets feel unpredictable. But the magic happened between presentations—meeting new investors, hearing your goals, and welcoming more people into our community. We’re grateful for every conversation.

11/14/2025

If you missed our recent Bequest x Tardus webinar, “Breaking Free Sooner The Proven System to Accelerate Cash Flow and Reach Independence" the full replay is now available.
This session walks through The Income Snowball™ — Tardus’s patented, step-by-step method for creating passive income faster by redirecting your existing cash flow (not your savings). You’ll see how real people used this system to pay off debt, invest smarter, and reach financial freedom in as little as 5–10 years.
🎥Watch the Replay → https://lnkd.in/eJA2bgvD
What You’ll Learn
How to transform active income into predictable, compounding cash flow
Why traditional 401(k) and stock-market plans are too slow for today’s economy
How AI tools and coaching can accelerate your wealth plan
The real-life stories of clients who achieved freedom faster
At Bequest, we’re proud to partner with Tardus to help investors align their cash-flow strategies with real-asset opportunities—like mortgage notes, energy assets, and other income-producing funds.

https://my.demio.com/recording/tL4q0bZW

This link will take you to a page that’s not on LinkedIn

10/31/2025

06/17/2025

Sometimes you just need a different kind of conversation. Not one where someone’s trying to sell you a system or pitch you a product, but one where people can sit down, talk honestly, and see what’s working in real time.

That’s what this is. On June, 26 at 4 PM EST, Join us for our Virtual Happy Hour. A relaxed chat for investors who are thinking through how they use their capital.
https://us02web.zoom.us/meeting/register/qzh1n5DjSo2f6AY95SDa5A

05/27/2025

We’re looking forward to meaningful conversations and real insights at InvestHER CON 2025. If you're exploring smarter ways to create consistent income beyond the markets, stop by and connect with our team in Orlando.

05/22/2025

If you missed any portion of yesterday's breakthrough webinar — or want to review key concepts with your financial advisor — we've made the full replay available:

Webinar Replay Here
https://bqfunds.com/may-2025-webinar/

During this eye-opening session, we revealed:
The Market Reality Check: Why traditional portfolios are increasingly vulnerable to volatility and inflation
The 50/30/20 Revolution: How Larry Fink's portfolio model is replacing the outdated 60/40 approach
The Alternative Advantage: Inside Bequest's mortgage note and energy investment strategy
The Millionaire Blueprint: Step-by-step examples showing how to potentially reach 7-figures

During this eye-opening session, we revealThe Market Reality Check: Why traditional portfolios are increasingly vulnerable to volatility and inflationThe 50/30/20 Revolution: How Larry Fink's portfolio model is replacing the outdated 60/40 approachThe Alternative Advantage: Inside Bequest's mortgage...

05/07/2025

We’re excited to announce that Bequest Asset Management will be speaking at the MoneyShow Miami Market Movers Summit on May 15!

If you’re in the area, come join us, It’s a great chance to connect, learn, and explore new ways to strengthen your portfolio. Join us as we share insights on building consistent income through real estate and energy investments. Don’t miss this opportunity to learn how we’re helping investors navigate today’s market with confidence.

Join industry-leading market experts at the MoneyShow Masters Symposium Miami 2025. Unlock advanced investment strategies, gain expert insights, and expand your financial network at this premier event for experienced investors and traders.

04/22/2025

The Power of Passive Investments: Real Estate, Oil & Gas, and Venture Capital
📅 Happening April 24 at 1PM ET
💼 Free Live Webinar

Ready to build wealth without the stress of active management?

Join Shaun Muneio and top industry experts as they break down passive investing strategies across real estate, oil & gas, mineral rights, and venture capital. You’ll learn how these alternatives work, what risks to consider, and how to make them part of a smart, diversified portfolio.

📊 Market insights
💡 Performance drivers
🔎 Real examples across asset types

Whether you're new to alternative investing or looking to expand your portfolio, this session will help you take the next step.

👉 Reserve your spot now https://streamyard.com/watch/9QCxViAUGzHF

04/08/2025

Tired of the market rollercoaster? Take control of your retirement with real assets that produce real income.

Join us April 17 at 3 PM ET for a free webinar with Madison Trust:
Fueling Retirement Investing with Energy and Real Estate

Discover how Self-Directed IRAs are helping investors build monthly cash flow with energy projects and mortgage notes—beyond Wall Street.

Register now and take the first step toward financial freedom

https://www.madisontrust.com/fueling-retirement-investing-with-energy-and-real-estate/signup/?utm_source=sponsor&utm_medium=Webinar&utm_campaign=April%172025%20Internal%20Webinar&webinar_source=sponsor

03/17/2025

https://bq.bqfunds.com/iraclub
Traditional retirement accounts often limit investors to stocks and bonds, leaving them vulnerable to market swings. But with a Self-Directed IRA (SDIRA), you can take control of your financial future by investing in alternative assets that generate consistent, monthly passive income.
In this exclusive webinar, Bequest and IRA Club will show you how to:
Protect your retirement from market volatility by diversifying beyond traditional investments
Use a Self-Directed IRA to invest with more control and better returns
Discover alternative investment strategies designed to provide stable, long-term cash flow
Learn why investors are shifting toward alternative assets to secure their financial future
Join us on March 19 at 2 PM EST and take the first step toward creating a reliable, stress-free investment strategy.

Register now to discover a powerful investment approach, one that could reshape your financial future.

03/07/2025

Celebrating International Women’s Day with a Special Spotlight! 🌟💜
With International Women's Day tomorrow, we’d love to take a moment to highlight one of our own, Rebekah Samples, who has been nominated in the 2025 KNOW Magazine!
KNOW Magazine is a prestigious publication that recognizes and elevates dynamic women in business, celebrating their leadership, achievements, and impact in their industries. This nomination is a testament to Rebekah’s expertise, drive, and the incredible work she’s doing.
As Rebekah puts it:
"Very proud and honored to be nominated in this 2025 women in business magazine. This is the first magazine that I was represented in for my brain and my skill in my industry, and not because I look good in an outfit.
With doors opening and relationships that I'm building, I look forward to bringing my work with Bequest in as well. I'm really excited to see how this year unfolds."
We are beyond proud to have Rebekah on our team and can’t wait to see the amazing things she accomplishes this year. Join us in celebrating her and all the incredible women making an impact! See Rebekahs Feature on Page 28 Here: https://lnkd.in/eRXZxC5Z