DOUBLE BONUS FOR ATTENDING: Landlord's Cash Flow Analyzer Pro Real Estate
Investment Analyzer Software and Book ($159.95 value) Calculate cash flow and ROI for commercial, multi-family and residential properties before buying.
This bonus includes the IRA, Roth & 401(k) Module so that you can easily calculate UBIT (if applicable) and compare the cash flow and investment return in and out of a self-directed account.
Contact Robyn Levin at 415-690-9990 or at robyn@robynlevin.com for more information on sponsoring a Symposium.
Continuing Education:
Continuing Education for CPAs:
Beginner to intermediate level; No advance preparation required; No prequisites required; Group-live offering, 5 CPE credits.
Should you have any questions or concerns please contact Chelsey Anderson at chelsey.anderson@pensco.com.
PENSCO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
Application pending for CFP credit.
Attendee Comments:
"Excellent seminar! Appreciated that you made
it so timely and had such great energy! Loved all the speakers
especially Pat Rice and Robyn Levin." Heidi Lindsay, California
"Very excellent educational material on the
different self-directed investment options available! Incredible
eye-opener to what opportunities are available to your clients and
yourself!" David Dewar, Chicago
"Great program - good resource people and excellent
networking opportunity. " Ernie Eden, Atlanta
"The speakers did a great job! Completely relevant…I look forward to working with PENSCO. Thank you!" Steve Sykes, Chicago
"We have never spent marketing dollars so effectively, and efficiently as we did at the PENSCO Symposium. The show was a 10 out of 10 for First IRA Mortgage." Jay Michalowski
President, First IRA Mortgage www.firstiramortgage.com
Sympsosium Redwood Sponsor
"Thank you for putting on one of the best Financial symposiums I have attended in 35 years. Over my career I have been successful in 7 different financial industries and have attended numerous symposiums and seminars, the symposium you sponsored last week by far the most educational, invigorating and informative meeting I have yet attended. Thank you for the opportunity." John W. Tedmon
President, Financial Forum Group, LLC www.financialforumgroup.com
"Thank you for inviting me to speak at the 2005 National Symposium on Self-Directed IRAs in San Francisco last week. As you know, I have had many speaking engagements over the years, and I have never spoken to a group of better educated willing participants than your symposium. Not only was the quality of participants exceptional, but the quality of the other speakers as well. I think we may have the wheels on this cart and can move forward at an even more rapid pace." Patrick W. Rice
President, IRA Resource Associates, Inc. www.iraresource.com
"My hat is off to Tom Anderson and the PENSCO staff for providing an exceptional symposium on Self Directed IRA’s. Thank you for inviting me to speak on the integration of self directed IRA’s with traditional investments. I enjoyed the interaction with the attendees and collaboration with the other top professionals. I look forward to future events and a continuing relationship with PENSCO Trust Company." Charles N. Kissee
President/CEO, Securus Private Client Group www.securuspcg.com
Boston Mini-Symposium 2007
Boston Mini-Symposium 2007
Chicago Mini-Symposium 2007
Chicago Mini-Symposium 2007
Chicago Mini-Symposium 2007
Chicago Mini-Symposium 2007
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Boston Mini-Symposium 2007
