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

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

Moderator Biography:

Doug Miller, Surf Sand Investments
Surfsand Investments LLC helps investors with education on the self directed industry and what choices you have to help truly diversify your IRA/401 (k) to invest in traditional and non traditional investments.  We also specialize in business growth stage funding and business start ups, pre IPO and mergers and acquisitions to connect investors to companies.

Speaker Biographies:

Steve Juetten, Juetten Personal Financial Planning, LLC.

Steve literally wrote the book "Between a Rock and a Hard Place: Your 2010 Roth IRA Conversion Decision Guide"

If you’re looking for someone you can trust to help you with your personal finances, perhaps I’m that person.  “Trust” is a big deal with my clients. Trust is made up of two parts — competence and character and that’s how I earn my clients’ trust. By being competent at what I do (I hold CFP® designation and it’s the highest designation in our profession and the hardest to earn) and by acting in good character by always keeping your interests and needs first. And my clients seem to like what I help them do. Seattle Magazine has named me a 2010 recipient of its coveted FIVE STAR Wealth Manager award.  Of the more than 11,000 wealth managers in the Seattle area, only about 5% earn this honor.

Since 2001, I’ve been helping individuals and couples make sound financial decisions so they can more of what they love. My business is founded on the belief that good financial planning does not have to be confusing, complex or scary. I came to this belief after consulting for 25 years with large corporations and their employees to help them understand and use their employer benefits. My passion for investing took root while I was still in high school. I have always enjoyed organizing financial data and learning about financial markets. Now I apply those passions to help my clients identify and make their financial dreams come true.

Mark Hodges, Esq., Entrust Northwest

Entrust Northwest provides comprehensive custodial, record-keeping and administration services for “fully” self-directed IRA’s & 401(k)’s. We offer individual and small business retirement plan investors a local platform for holding “alternative” investments in their IRA’s and 401(k)’s.

Entrust Northwest, LLC was founded by Real Estate Lawyer, Mark E. Hodges. Mr. Hodges has practiced law in the Great Northwest since 1985, and has a focus on helping clients optimize investment returns, maximize tax advantages and minimize exposure to personal liability. Mr. Hodges brings over 20 years experience with Legal Matters, Entity Formation, §1031 tax-deferred exchanges, and, of course, fully self-directed IRA's and 401(k)'s.

Mr. Hodges also authors law-oriented articles and instructs real estate-related continuing education courses for various professionals through his state-accredited "Real Estate Law School."

Paul Cook, Guidant Financial Group

Since our founding in 2003, Guidant Financial Group, Inc., has emerged as the industry leader in self-directed IRAs and innovative small business financing. Our services enable people from all walks of life to purchase alternative investments (i.e., real estate, small businesses, mortgages, tax liens, etc.) inside their retirement plans as an investment, without taking a taxable distribution. We have helped thousands of new business and franchise owners obtain alternative small business funding by providing innovative and easy-to-use small business financing solutions.