Advanced Education: Self-Directed Investing Free Educational Opportunities for Professionals
Why Limit IRAs and 401(k)s to the Stock Market? Learn about the wealth-building opportunities available with self-directed IRAs and Solo(k) plan accounts from the industry knowledge leader.
Attend this in-depth, one-day event to learn the details and get started.
Designed for professionals who want to learn comprehensive, technical information and strategies
related to self-directed investing.
Better yet, it's a no-cost event!
Don't Get Left Behind - Sign Up Today!
At each Advanced Education event, the topics covered 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
San Diego, CA Date: July 23, 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.
