|
Sponsored by PENSCO, Inc.
We hope to have sparked your interest or
reignited your past interest in the opportunities inherent
in self-directed IRAs. We look forward to being your resource
for knowledge and education in the self-directed IRA industry.
 Buy CDs of the Recorded Sessions
Session
Handouts
Read
Symposium Testimonies
Give
Us Your Feedback (we'll be doing this again!)
View
Photos
At this time, we are offering these recordings only to
Symposium participants and to PENSCO Trust's Preferred Professionals.
Individual CDs = $15/each
(some sessions require 2 CDs)
Complete Set of All Sessions (31 CDs) = $375
Complete Set of All Sessions (4 MP3 disks) = $195
Fax the completed order form to Gayle
Ackerman Communications at 714-838-1327
Or mail to:
Gayle Ackerman Communications
14752 Foxcroft Road
Tustin, CA 92780
714-838-4528
Please Note: PENSCO Trust does not guarantee processing
of order forms sent to them; they must be sent to Gayle Ackerman
Communications directly. Though many of these sessions have
been accepted for Continuing Education Credit, purchasing
the recordings does not qualify one for credit. To receive
credit, you must have signed in the log-in sheet at the session
during the Symposium.
PENSCO Trust Company is not responsible for the information
provided by the Symposium speakers in these recordings. When
self-directing your retirement account, we strongly recommend
consulting a legal advisor before proceeding in a transaction
that may be prohibited.
Click here for a list of typical self-directed IRA investment
options and PENSCO Trust's explanations of prohibited transactions
to watch out for. If you have questions, feel free to
contact us at 866-818-4IRA or email us at takecontrol@pensco.com.
Attendees are welcome to request copies of any session
handouts that they didn't get at the Symposium.
To request a session handout, please email Amy Kliever at
akliever@pensco.com
with the following information:
Attendee's Name
Attendee's Address and Phone Number
For each session handout, please provide the
speaker's name and the topic (some speakers had more than one session topic).
For the full list
of speakers and their session names click here.
Please note that the follow speakers did not provide handouts:
Nathan Ross, Steve Butler, Donald Bronstein, and Robyn Levin's session named "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."
"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
If you participated in the Symposium and want to share
your own testimony, please email it to akliever@pensco.com.
We encourage you to give us your feedback by filling out the
Symposium Evaluation Form by clicking here.
You can either print the form, fill it out by hand, and
fax it to the Marketing Dept. at 415-956-3016
OR fill
out the form on your computer, save it, and email it to akliever@pensco.com.
back to top
If you have photos you would like to share with the other
attendees, please email them to Amy Kliever at akliever@pensco.com
and we'll add them to this page.
General Session - Keynote Speaker - Ed Slott |
Overflowing Breakout Session Room
Speaker - Allen Olson |
Tom Anderson speaks with attendee at Awards Lunch |
Glenn Goldan from ReProp Financial, PENSCO Trust Board Director Brian McGuinn, and Ken Vidar, a developer from Bozeman, MT |
PENSCO Trust VP of Compliance, Belinda Savage and attendee Rick Andrew |
Speakers Pat Rice and Heather Anderson |
Awards Lunch |
Speaker Nathan Ross |
Speaker Pat Rice expounding to professionals at the "Meet the Experts" General Session |
The elegant Sandra Reese, Manager, PENSCO Trust Business Development Center
|
PENSCO Trust staff: Heather Anderson, Noemia Evans, and Amy Kliever |
Speakers Heather Anderson, Tom Anderson, and PENSCO Trust Brand & Design Coordinator, Amy Kliever |
Attendee Harold Wong, CPA, and Speaker Robyn Levin |
Investor Panelist, Stuart Boren, discusses his success with an attendee |
Speaker Jim Collins at "Meet the Experts" General Session |
Speaker Nathan Ross taking a break |
IRA Resource Associates, Inc. Exhibitor, Lori Eidman and PENSCO Trust staff Amy Kliever |
Registration Table staffed by PENSCO Trust's Marie Thomas, Giorgio Tran, Belinda Savage, and Noemia Evans |
Speaker Robyn Levin in the land of giants, Speakers Pat Rice and Chuck Kissee and attendee |
PENSCO Trust President & CEO, Tom Anderson chats with attendee in Exhibit Hall |
Speakers Tom Sr. and Roberta Standen and daughter-in-law Pam Standen |
back to top
|
