Advanced Education: Self-Directed Investing Educational Opportunities for Professionals
Why limit your IRA?
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.
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At each Advanced Education event, the topics covered include:
- Retirement Savings: An Overview
- Self-Directed IRAs: An Overview
- SDI Basics: 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
Upcoming Events
Boston, MA
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Date:
Thursday | September 23, 2010
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Time:
8:00am - 5:00pm
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Venue:
UMass Club
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Address:
225 Franklin St.
Boston, MA 02110
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Phone:
617.287.3030
For more information, contact Business Development Officer: Rob Spalding at rob.spalding@pensco.com.
RegisterLos Angeles, CA
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Date:
Wednesday | October 27, 2010
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Time:
8:00am - 5:00pm
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Venue:
Sheraton Gateway Hotel
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Address:
6101 West Century Blvd.
Los Angeles, CA 90045
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Phone:
310.642.1111
For more information, contact: Chelsey Anderson at chelsey.anderson@pensco.com.
RegisterNew York, NY
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Date:
Tuesday | November 9, 2010
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Time:
8:00am - 5:00pm
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Venue:
Marriott NY East Side
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Address:
525 Lexington Ave
New York, NY 10017
For more information, contact Business Development Officer: Rob Spalding at rob.spalding@pensco.com.
Register
- 30 Penhallow Street Suite 200E, Portsmouth, NH 03801
- 450 Sansome Street, 14th Floor, San Francisco, CA 94111
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