Self-Directed IRA Investment Forum - Friday, May 21st, 2010

Don't miss out on your chance to discover how self-directed investing can allow you to take greater control of your financial future and grow your retirement dreams. Come hear a panel of northwest self directed IRA investment experts discuss the power of self-directed IRA investing.

This event will provide you with everything you need to gain the investment diversification, tax benefits, asset protection and estate-planning advantages of self-directed IRAs.

Topics will include: *Self-directed IRAs: What are they and how will it help you achieve your financial goals? *Benefits of establishing a self-directed IRA *The do's and don't's of self-directed IRAs – Rules every investor should know *The role of the non-traditional custodian *Using your IRA to acquire a business, make private investments in companies, funds, private loans and real estate *Self-directed IRA success stories *2010 Roth IRA Conversions: What's All the Fuss?           -- Potential benefits and challenges of a 2010 Roth IRA conversion           -- How to tell who is and is not a good candidate for conversion           -- Why consider a direct rollover to a Roth IRA from a qualified retirement plan           -- Pitfalls to avoid in doing the Roth IRA conversion shuffle

This forum will address which IRA investment strategies present the best opportunities and how investors can best capitalize on these opportunities.  We look forward to your attendance.

Location:
Union Square Boardroom
Lobby Level
600 Union Street,
Seattle, WA 98101

Agenda: Friday, May 21st, 2010
1:30 - 2:00 PM     Registration and Networking
2:00 - 2:15 PM     Introductions
2:15 - 2:45 PM     Moderated Panel Discussion
2:45 - 3:15 PM     Audience Q&A
3:15 - 4:30 PM     Networking Social

Online Registration:
$25 Pre-Registration
$45 At the Door, Space Available

Contact or RSVP:
Nathan McDonald at Nathan@InvestmentForum.org or call 206.255.8870.

More Details Here

Supporting Sponsors:
Special thanks to our sponsors who make these events possible!

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The Investment Forum is a 501 c(6) not-for-profit membership organization founded in May of 2000. with the vision of making the northwest a vibrant place to live, work and do business.  The mission of the organization has grown through the years and is now focused on producing educational events, socials and forums for the benefit of all investors, entrepreneurs and fiduciaries.  

The Investment Forum hosts world renown investment speakers such as Jim Rogers in collaboration with the regions wealth management and private banking community.

New regulations place an increasing liability burden on fiduciaries to be educated and vigilant in stewarding the assets entrusted to their care. Educational event topics focus on essential topics each investor or fiduciary must consider when making a purchase decision including asset allocation, risk management portfolio strategies, insurance, global trends, and alternative investment vehicles such as hedge funds, real estate funds and private equity partnerships.

The Investment Forum serves the wealth management and money manager community by providing a quality educational referral outlet for clients interested in reviewing alternative investment vehicles as a way of further diversifying their portfolio risk and enhancing their return as a part of an overall portfolio strategy.  Traditionally, these types of investment options are outside the scope of counsel able to be provided by licensed wealth managers.  Therefore, the key to successful investing in these areas is to be well educated, invest in vehicles which provide high quality management expertise and in partnership with other investors to spread your risk.

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-Disclaimer-

This website, newsletter and forum do not constitute an offer to sell or the solicitation of an offer to purchase securities. This program serves merely to provide an overview of the types of businesses and technologies developing in the Northwest. Should you develop an interest in a particular presenting company, it will be your responsibility to investigate the company, structure a proposed transaction and negotiate the terms of the agreement directly with the company. Neither the Investment Forum nor any of its sponsors, co-hosts, or any other organization, group or individual associated with the Investment Forum makes any representation as to the reliability of the information provided by the participating companies or their representatives.