PENSCO Symposium
Investors & Investment Professionals Attend PENSCO Trust’s Boston Symposium, June 10-11
A varied audience including both investors and professional advisors met recently at the Radisson Hotel in downtown Boston to gain a more thorough perspective on the benefits of alternative investments for growing retirement wealth – particularly within self-directed IRAs and Solo(k) Plans.
The two-day Symposium offered a total of 18 sessions, on two different educational tracks featuring a keynote presentation by Mitch Anthony of Advisor Insights, Inc. on how to move from focusing on Return On Investment (ROI) to Return On Life (ROL).
On Day 1, track 1 (Self-directed Investing 101) was designed for those new to alternative investing, wishing to understand how self-directed IRAs work, and how to use them to achieve a truly diversified portfolio.
Track 2 (Intermediate/Advanced) was geared towards professional advisors, offering the latest information and techniques for successfully capitalizing on alternative assets to attain greater business growth and client satisfaction.
On Day 2, all attendees could choose from a menu of sessions designed to focus on various subjects of interest to every attendee.
Track 1Self-Directed Investing 101
- How to Make Money with Alternative Assets
- How to Increase Returns with Leverage
- How to Avoid Prohibited Transactions
Track 2Intermediate/Advanced
- Creative Applications of the Roth IRA Conversion
- Asset Valuations: Strategies, Scenarios & Policy
- Private Placement Compliance
…alternative assets will "become as important or more important than traditional investments in the next five years." Morningstar Advisor play video
More financial advisors (58% of investment advisors they polled) indicated that alternative assets will "become as important or more important than traditional investments in the next five years." says Morningstar Advisor.
The PENSCO Symposium is a great opportunity to learn from industry experts and to network with investors and investment advisors who are experienced at investing retirement funds in alternative assets. For more information about the benefits of the PENSCO Symposium, watch the video.
For more information on upcoming PENSCO Trust events in your area, please refer to the Event Calendar.For information on becoming a sponsor, please contact Robyn Levin
- 30 Penhallow Street Suite 200E, Portsmouth, NH 03801
- 450 Sansome Street, 14th Floor, San Francisco, CA 94111
© 2010 PENSCO Trust Company; PENSCO Inc.