Self-Directed IRA Investing

According to Morningstar Advisor, more financial advisors (58% of investment advisers they polled) indicated that alternative assets will “become as important or more important than traditional investments in the next five years.”  Additionally, baby boomer investors are scrambling to make up for retirement funds lost in traditional markets, and are demanding new solutions from their advisors.  In light of these facts, we have put together an educational event for advisors and experienced investors that will address today’s environment.

Learn How to Advance Your Practice & Improve Client Satisfaction with Alternative Investments - Join us! Alternative Investments Symposium- Boston, June 10-11

Register Now and Save $80!

What You’ll Learn:

• Strategies, Scenarios and Policy on Asset Valuations for Self-directed Investing: Tom Anderson, Founder/Vice-Chairman, PENSCO Trust Company. Mr. Anderson is referred to as America’s #1 Expert on Self-directed IRAs & has been featured in the Wall Street Journal, New York Times, interviewed on CNBC.
• How to Build a Better Business Model: Moving From ROI to ROL (Return on Life): Mitch Anthony, President, Advisor Insights ) Mitch has been named one of the financial service industry’s top “Movers & Shakers” by Financial Planning magazine. His work has been featured in ABC Evening News, CNN, Wall Street Journal, Bloomberg, CBS Marketwatch, Kiplingers Magazine.
• How to Attract More Clients Using Social Media & PR: Robyn K. Levin, CEO, R. Levin Marketing Group. Levin is a guest teacher at Wharton & Temple University & helped PENSCO grow from $750 million to over $3 billion in client assets.
• Creative Applications for the Roth Conversion, Creative Applications of the Roth IRA Conversion: Joe O. Luby III, CFP®, President, Financial Solution, Inc
• And More

Expand Your Knowledge, Network and Practice! CE credits available for CFPs and CPAs. See website for details.