| October
20, 2005 |
| Time |
Colonial
Foyer |
Georgian |
Colonial |
Elizabethan |
| |
Registration |
Exhibits |
General Sessions |
A |
B |
C |
D |
| 7:00 AM |
Registration Open |
Breakfast |
|
|
|
|
|
| 8:00 AM |
|
Symposium Welcome and Introduction
Tom Anderson |
| 8:15 AM |
Keynote Speaker Introduction
by
Jay Michalowski of
First IRA Mortgage |
| 8:20 AM |
Retirement Plan Millions… The Missing Estate Plan Practice-Building
Strategies
Ed
Slott |
| 10:15
AM |
Break |
|
|
|
|
|
| 10:30
AM |
|
|
Find
all the Notes you Need Under your Nose
and
Think Outside
the Stocks
Roberta Standen & Tom Standen, Sr. |
Can
an IRA Invest in a Closely Held Business? Swanson says,
"Yes!" A Relatively Thorough Analysis of the Seminal 'Swanson'
Case
Noel Ice |
Integrating
Self-Directed IRAs into a traditional financial practice.
Add value to your services for customer retention and
new business development by learning to diversify yourself!
Charles Kissée |
Risk Management and Deal Making with IRAs and Real Estate
Pat Rice |
| 11:15 AM |
The Tax Court's Decision in "Rollins v. Commissioner" and its Implications
Ami Givon |
How to Use Technology Such as RSS and Blogs to Grow Your Business
Robyn Levin |
| Noon |
|
|
Awards Lunch |
|
|
|
| 1:30 PM |
|
|
|
Tax Planning Habits can Contaminate Retirement Plan Investing.
Don't let this happen to you.
Steve Butler |
Structuring
IRA Private Investment Entities
Frank Bridges |
Making a market for a niche real estate specialty products and services
Andrew Waite |
Building
and Structuring your Real Estate IRA
Allen Olson |
| 2:30 PM |
Can an IRA
Invest in a Closely Held Business? Swanson says, "Yes!"
A Relatively Thorough Analysis of the Seminal 'Swanson'
Case (Repeated)
Noel Ice |
Expanding Your Real Estate and Mortgage Practices to Include the Self-Directed IRA Market
Heather Anderson |
The Mechanics of Real Estate Transactions Within IRAs
Jeanny Lo |
| 3:30 PM |
Break |
|
|
|
|
|
| 3:45 PM |
|
|
|
IRA Business Development Opportunities for the Tax Practitioner
Nathan Ross |
Selected
Federal Income Tax and Other Legal Issues of Self-Directed
IRA's: Basics of Prohibited Transaction and Plan Asset
Rules
Luke Bailey |
Tap into a New Market of Investors: IRA Owners
Michael P. Scott |
Real Estate Investor (Non-Recourse Lending)
Bruce Thielen |
| 4:45 PM |
What CPAs
don't know that they need to know about self-directed
IRA investing
Tom Anderson |
Recent Legal Developments Affecting Self-Directed IRAs
Ami Givon |
Uncover
Your Hidden Sales Pipeline: Self-Directed IRAs. Many of
today's investment firms are out of touch with both their
customers and financial professionals. Discover how to
deliver what clients want, rather than what firms are
selling.
Donald Bronstein |
Practical
Case Studies of Real Estate and Private Placement Transactions
using IRA Funds
Heather Anderson |
| 5:45 PM |
Break |
|
|
|
|
|
| 6:00 PM |
|
Cocktail Reception |
|
|
|
|
|
| 7:00 PM |
|
| |
| October
21 |
| Time |
Colonial
Foyer |
Georgian |
Colonial |
Elizabethan |
| 7:00 AM |
Registration
Open |
Breakfast |
|
A |
B |
C |
D |
| 8:30 AM |
|
General Session Investor Success Stories |
|
|
|
|
| 9:45 AM |
Break |
|
|
|
|
|
| 10:00 AM |
|
|
Tax Consequences of Investing Your Self-Directed IRA
John Williamson
|
Practical Case Studies of Real Estate and Private Placement Transactions using IRA Funds (Repeated)
Heather Anderson |
PENSCO Trust's Preferred Professional
Program. Learn how to build an effective 'team' of professionals
in your area.
Mike Scott
|
Wealth building strategies through the acquisition
of real estate by the Self-Directed IRA and SEP including the Check Book Control IRA and Solo 401(k)
Thomas Phelan |
| 11:00 AM |
IRA Business Development Opportunities for the Tax Practitioner (Repeated)
Nathan Ross |
Recent Legal Developments Affecting Self-Directed IRAs (Repeated)
Ami Givon |
Integrating
Self-Directed IRAs into a traditional financial practice.
Add value to your services for customer retention and
new business development by learning to diversify yourself!
Charles Kissée |
Structuring IRA Private Investment Entities (Repeated)
Frank Bridges |
| Noon |
Lunch |
|
|
|
|
| 1:30 PM |
|
|
Find all
the Notes you Need Under your Nose
and
Think Outside the Stocks (Repeated) and a Discussion of
Land Trusts
Roberta Standen & Tom Standen, Sr. |
Selected
Federal Income Tax and Other Legal Issues of Self-Directed
IRA's: Basics of Prohibited Transaction and Plan Asset
Rules (Repeated)
Luke Bailey
|
Self-Directed
IRA Strategies, Opportunities and Success Stories
Tom Anderson |
Risk Management and Deal Making with IRAs and Real Estate (Repeated)
Pat Rice |
| 2:30 PM |
The Balancing Act: Proper Integration of Retirement Plans and Estate Plans
Jim Collins |
Interactive Session:
Simplify Your Marketing Strategies using the Cocktail
Napkin Plan™. Walk away with a mini-plan for incorporating
self-directed IRAs into your business.
Robyn Levin |
| 3:30 PM |
|
Break |
|
|
|
|
|
| 4:00 PM |
|
Exhibit Closed |
Meet the Experts
Mix and mingle with the Symposium speakers. Open discussion session. |
|
|
|
|
| 6:00 PM |
| Color guide to Symposium
Educational Sessions |
Tax & other Financial
Issues |
Legal Considerations
|
Marketing Strategies
& Tools |
Investment Strategies & Logistics
|
