Advanced Education: Self-Directed Investing Free Educational Opportunities for Professionals San Diego, CA Date: July 23rd, 2008 Time: 8:00am - 5:00pm Venue Information: Marina Village, 1936 Quivira Way, San Diego, CA 92109, www.marinavillage.net For more information, contact Business Development Officer, Kathy Holcomb at kathy.holcomb@pensco.com. Topics Include: Retirement Savings and Self-Directed IRAs: An Overview SDI Key Issues: Disqualified Persons, Prohibited Transactions and Plan Asset Rules The New Solo(k) Plan Changes and Recent Court Cases in IRA Law Logistics of Opening and Funding a New Account Process of Submitting Private Placements Process & Procedures for Investing Investment Options Leveraging Real Estate with Non-Recourse Loans UBIT Considerations Marketing Strategies to Incorporate Self-Directed IRAs into Your Practice Scenarios and Case Studies Review and Q & A Click here to see the complete PENSCO Event Calendar.