Self-Directed IRAs, Roth IRAs, SEP IRAs, Solo(k) Plans and the like are a huge untapped capital market for alternative asset investments.  Are you up to speed?  If you’re not, or you’re not sure, or you just want to brush up, you should attend: 

ADVANCED TRAINING IN SELF-DIRECTED RETIREMENT ACCOUNTS™

October 26, 2011, 8:30 AM to 4:00 PM

Presented by:

Frank L. Bridges, J.D.

Sponsored by:

HeritageDesign™ Law Group LLC

Special Luncheon Provided by:

PENSCO Trust Company

At The Learning Center, 199 Wells Avenue, Suite 302, Newton, Massachusetts.

This seminar is a must for:

• Registered Investment Advisors who want to help their clients invest retirement funds in alternative assets and learn how this untapped private capital market fits into their practice (even if they have a broker-dealer);
• Accountants who want to gain confident expertise to advise their clients in this developing area (Continuing education credits available);
• Real estate professionals who want to use this untapped capital source to facilitate real estate deals;
• Entrepreneurs and private offering organizers who want to learn how to attract and work with self-directed retirement account investors;
• Bankers who want to attract more business accounts;
• Investors who want to diversify their retirement savings with alternative assets.

Content Summary:

1. Part 1 – The basics – What you can do with a self-directed retirement account (e. g., types of accounts, investment policy and diversification, mechanics of setup…)
2. Part 2 – Rules of the Road (e.g., prohibited transactions, disqualified persons, plan asset rules, operating companies, co-investing and enabling, fiduciary duties…)
3. Part 3 – Successful Venture Design and Implementation (e.g., investment return and UBIT, management and governance issues, private offerings to SDRA™ investors, valuation and the “Supercharged” Roth conversion, practical considerations…).
4. Part 4 – Planning for SDRA™ Investors (e.g., special retirement and estate planning issues, business succession issues, buy-outs and business exit strategies)

Case studies will be used to illustrate key issues and solutions.

About Mr. Bridges:  Mr. Bridges, a nationally recognized expert on self-directed retirement accounts, offers years of case experience and, as an estate planner, a unique perspective on the topic.  You will especially enjoy his entertaining lecture style and his passion for the subject.

PENSCO Trust Company, one of the leading specialized custodians for self-directed retirement accounts, will provide lunch and information about their institutional platform for advisors.

SEATING IS LIMITED.  This seminar is limited to 20 participants, so reserve your seat now!

To reserve your seat send an email to asweeney@hdlawgroup.com with the subject “SDRA Seminar Reservation” and your contact information.  We will send you information on how to register.

                                                Registration Fee:         $95

For more information, contact:

Alicia Sweeney, Program Coordinator

HeritageDesign™ Law Group LLC
199 Wells Avenue

Suite 302
Newton, MA 02459
617-630-5700
617-630-0003 (Fax)
www.heritagedesignlaw.com

SCORE is the Service Corps of Retired Executives.  Small business owners can tap into the vast resources of the retired executives at SCORE for assistance in all aspects on running a small business.  The funds raised at the 14th Annual Tax Update Seminar will support the good work done by the men and women of SCORE.

Register on-line at www.McLaughlinQuinn.com soon.  Space is limited.  Register before November 3 to receive the earlybird discount.

We hope to see you there at this great event.

The panel will discuss these important issues at noon on October 7 at Lancelotta’s, 1113 Charles Street, North Providence where a light luncheon will be served.

Click here for more information or call Cindy Christopher at 401-487-1004 by September 30.

Jewish Community Center of RI
401 Elmgrove Ave., Providence, RI
Call 401/331-1244 to reserve your place
Click here for more details.

Joining Jill will be:

Jean Allard, Vice President/Sales Associate at Keystone Real Estate Group

Tuie Mellor, RN/Home Health Liason Nurse, Life Care at Home

Steve St. Onge, CGR, CAPS, President, Rhode Island Kitchen and Bath

Joe Parente, Registered Financial Representative, Lighthouse Financial Group/Metlife

Valerie Topp, Chief Operating Officer, Home Instead Senior Care

Call 401-667-2923 to reserve your place for this important event.  If you are unable to attend, but would like more information, contact Jill E. Sugarman, Esq. at 401-421-5115 or by e-mail at jsugarman@mclaughlinquinn.com.  This event is open to everyone.