Event Date: Thursday & Friday | June 10-11, 2010
Thursday06.10.2010 |
Track 1Self-Directed Investing 101 |
Track 2Intermediate/Advanced |
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| View Day Two | Friday's Agenda | ||
| 07:45am-08:15am | RegistrationContinental Breakfast will be provided |
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| 08:15am-08:30am | Welcome & Introduction |
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| 08:30am-09:30am | Keynote SpeechHow to Build a Better Business Model: Moving From ROI to ROL (Return on Life)Presented by Mitch Anthony President | Advisor Insights Inc. | MitchAnthony.com |
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| 09:30am-10:30am | How to Avoid Prohibited TransactionsPresented by Tom Anderson Vice Chairman & Founder | PENSCO Trust |
Rules, Regulations & Strategies of Using LLCs with IRAsPresented by Mark J. Kohler Attorney & CPA | KKO Lawyers |
| 10:30am-10:50am | Break |
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| 10:50am-11:50am | How to Make Money with Alternative AssetsPresented by Bill McCance President | Trust Advisory Group, Ltd. |
New PENSCO Institutional Platform (PIP) & How You Can BenefitPresented by Cynthia Weaver VP & Managing Director Institutional Services | PENSCO Trust |
| 11:50am-12:50pm | High Yield Distressed Debt Investing – How to Leverage Your IRAPresented by Peter Andrews Founder & CEO | Dreambuilder Investments, LLC |
Strategies, Scenarios and Policy on Asset Valuations for Self-Directed InvestmentPresented by Tom Anderson Vice Chairman & Founder | PENSCO Trust |
| 12:50pm-01:50pm | Lunch & NetworkingLunch will be provided |
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| 01:50pm-02:50pm | How to Build Your Business with Alternative InvestmentsPresented by Mike Scott VP, Business Development | PENSCO Trust |
Securities Compliance Checklist for Alternative Investment AdvisorsPresented by John Magliana Jr. Attorney | Bullivant Houser Bailey PC |
| 02:50pm-03:50pm | Increase Returns with LeveragePresented by Matt Allen Director IRA Lending | NASB Presented by Eric Wikstrom CPA | Integrated Wealth Strategies |
Creative Applications of the Roth IRA ConversionPresented by Joe O. Luby III CFP® & President | Financial Solution, Inc |
| 03:50pm-04:10pm | Break |
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| 04:10pm-05:00pm | Panel DiscussionSpeaking From Experience: Strategies & Solutions for Self-Directed InvestingPresented by Rajeev Kotyan Risk Manager & Principal | NUA Advisors, LLC Presented by Frank L. Bridges Attorney | Bridges & Coyne, LLC Presented by Rob Spalding Business Development Officer | PENSCO Trust |
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| 05:00pm-06:00pm | Cocktail Reception |
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For information on becoming a sponsor, please contact Robyn Levin
© 2010 PENSCO Trust Company; PENSCO Inc.