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Self-directed IRA Investment Forum

Location: Union Square Boardroom, Seattle, WA
Date: Fri, May 21, 2010 @ 1:30PM
Time: 1:30 - 4:30 PM

Self-Directed IRA Investment Forum - Friday, May 21st, 2010 (Click Here to Register)

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:

*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

*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

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.

Date/Time: 
Friday, May 21st, 2010, 1:30 - 4:30 PM

Moderator:
Doug Miller, Surf Sand Investments

Panel Speakers:
Steve Juetten, Juetten Personal Financial Planning
Mark Hodges, Entrust Northwest
Speaker TBA, Guidant Financial Group

  

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 (Click Here to Register)
$45 At the Door, Space Available

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

More Details Here