Pensco Trust Roth IRA investing

Free, Content-Rich Educational Opportunity

ADVANCED EDUCATION: 
SELF-DIRECTED INVESTING

Why limit your IRA? Learn about the wealth-building opportunities available with self-directed IRAs and Solo(k) plan accounts from the industry knowledge leader. Attend this in-depth, one-day event to learn the details and get started.

Better yet, it’s a no-cost event! Don’t Get Left Behind - Sign Up Today!

Where: University of Massachusetts Club, 225 Franklin St., 33rd Floor, Boston, MA 02110, 617.287.3030, www.umassclub.com

Topics to be covered:

• Retirement Savings: An Overview
• Self-Directed IRAs: An Overview
• SDI Basics: Disqualified Persons, Prohibited Transactions and Plan Asset Rules
• The New Solo(k) Plan
• Changes and Recent Court Cases in IRA Law
• Logistics of Opening and Funding a New Account
• Process of Submitting Private Placements
• Process & Procedures for Investing
• Investment Options
• Leveraging Real Estate with Non-Recourse Loans
• UBIT Considerations
• Marketing Strategies to Incorporate Self-Directed IRAs into Your Practice

SPACE IS LIMITED! Click Here to Register Online

Feel free to invite your colleagues! Click on the ‘Forward email’ link at the bottom. For more information, contact Rob Spalding at rob.spalding@pensco.com. Please Bring Your Business Cards to Network! For information on other educational events, go to our event calendar by clicking here.

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