Self Directed IRA
Site Search
 
About PENSCO Trust Company
IRA Education
Find an IRA Professional
Join the P2 Program
PENSCO Events
PENSCO News
Open a PENSCO Trust Account
PENSCO Forms
Contact PENSCO Trust Company
Click to use secure mode now
Events Calendar Request a Speaker IRA Symposium Web/Teleseminars


About  |   Registration Details  |  Register  |  Sponsorship  |  Attendee Comments  |  CE Info

 PENSCO Inc. Mini-Symposium Series
2008 Mini-Symposium Series


Why Limit Your IRA and 401(k) to the Stock Market?

Join Us for 2-day Industry-Leading CE Event for Professionals and Investors and

Prosper from Little-known IRA Investment Strategies


Don't Miss It! 2-Day Expanded Seminar

Register Today for the Next Event in New York, NY - Sept. 25-26

Listen now to learn more Listen now to learn more!


Learn Self-Directed Investing Secrets & More from Industry Experts!
Click here for the full agenda (PDF)

  Who Should Attend:
  • Financial Advisors and Planners
  • CPAs
  • Attorneys
  • Mortgage & Real Estate Professionals
  • Investors
  • Small Business Owners
What You Will Take Away: ($379.00 Value)
  • PENSCO’s Top 12 Webinars on an USB thumb drive
  • Private link to presentation slides
  • Free copy of Patrick Rice’s book, "IRA Wealth" (available to the first 40 who register)
  • CE Credits (check website for your profession and state)
  • FREE Real Estate Investment Analysis Software & book: Complete Guide to Real Estate Cash Flow Analysis
IRA Wealth: Secrets Revealed, Solutions Provided (Patrick Rice, Owner of IRA Resource Associates and author of "IRA Wealth")
Capitalize on the Fast-Growing $4 trillion IRA Industry (Tom Anderson, CEO & Founder, PENSCO Trust Company)
Accelerate Tax-deferred Growth Using Leverage (Matt Allen, Director of IRA Lending, North American Savings Bank)
Grow Your Business Using Proven Internet Marketing Strategies (Robyn Levin, Founder, R. Levin Marketing Group)
Accelerate Retirement Returns with Hedge Funds and Private Equity Investing (John List, List Consulting, LLC)
* Outstanding Networking *     * Breakout Sessions *    * Workshops with Experts *
DOUBLE BONUS FOR ATTENDING:
Landlord's Cash Flow Analyzer Pro Real Estate Investment Analyzer Software and Book ($159.95 value)
Calculate cash flow and ROI for commercial, multi-family and residential properties before buying.

This bonus includes the IRA, Roth & 401(k) Module so that you can easily calculate UBIT (if applicable) and compare the cash flow and investment return in and out of a self-directed account.


HURRY - SEATING IS LIMITED. CLICK HERE TO REGISTER NOW

FOR THE EARLY BIRD SPECIAL AND SAVE $79.00

2008 Mini-Symposium Series


Registration Details:
$199 Early Bird
$279 Pre-event
$349 On-site


Register Now For The City Nearest You:

IRA Wealth Hurry, the first 40 people to register will receive a FREE copy of the new "IRA Wealth" book, by Patrick Rice.


NEXT EVENT: Sept 25-26 - New York, NY - Click here to register

Oct 23-24 - San Francisco, CA - Click here to register

Nov 20-21 - Fort Lauderdale, FL - Click here to register



Sponsors:



Sponsorship Opportunities Available:

Contact Robyn Levin at 415-690-9990 or at robyn@robynlevin.com for more information on sponsoring a Symposium.



Continuing Education:

Continuing Education for CPAs:
Beginner to intermediate level; No advance preparation required; No prequisites required; Group-live offering, 5 CPE credits. Should you have any questions or concerns please contact Chelsey Anderson at chelsey.anderson@pensco.com. PENSCO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.


Continuing Education for CFPs:
This course has been approved for 12 CE credits through the CFP Board.
For more information please visit www.cfp.net.





Attendee Comments:
"Excellent seminar! Appreciated that you made it so timely and had such great energy! Loved all the speakers especially Pat Rice and Robyn Levin."
Heidi Lindsay, California

"Very excellent educational material on the different self-directed investment options available! Incredible eye-opener to what opportunities are available to your clients and yourself!"
David Dewar, Chicago

"Great program - good resource people and excellent networking opportunity. "
Ernie Eden, Atlanta

"The speakers did a great job! Completely relevant…I look forward to working with PENSCO. Thank you!"
Steve Sykes, Chicago

"We have never spent marketing dollars so effectively, and efficiently as we did at the PENSCO Symposium. The show was a 10 out of 10 for First IRA Mortgage."
Jay Michalowski
President, First IRA Mortgage
www.firstiramortgage.com
Sympsosium Redwood Sponsor


"Thank you for putting on one of the best Financial symposiums I have attended in 35 years. Over my career I have been successful in 7 different financial industries and have attended numerous symposiums and seminars, the symposium you sponsored last week by far the most educational, invigorating and informative meeting I have yet attended. Thank you for the opportunity."
John W. Tedmon
President, Financial Forum Group, LLC
www.financialforumgroup.com


"Thank you for inviting me to speak at the 2005 National Symposium on Self-Directed IRAs in San Francisco last week. As you know, I have had many speaking engagements over the years, and I have never spoken to a group of better educated willing participants than your symposium. Not only was the quality of participants exceptional, but the quality of the other speakers as well. I think we may have the wheels on this cart and can move forward at an even more rapid pace."
Patrick W. Rice
President, IRA Resource Associates, Inc.
www.iraresource.com


"My hat is off to Tom Anderson and the PENSCO staff for providing an exceptional symposium on Self Directed IRA’s. Thank you for inviting me to speak on the integration of self directed IRA’s with traditional investments. I enjoyed the interaction with the attendees and collaboration with the other top professionals. I look forward to future events and a continuing relationship with PENSCO Trust Company."
Charles N. Kissee
President/CEO, Securus Private Client Group
www.securuspcg.com


Boston Mini-Symposium 2007


Boston Mini-Symposium 2007


Chicago Mini-Symposium 2007


Chicago Mini-Symposium 2007


Chicago Mini-Symposium 2007


Chicago Mini-Symposium 2007

 
 
Subscribe to IRA ALERT
Subscribe to IRA Alert

Stay informed of the most current changes to regulations and laws affecting self-directed IRAs.
Name:
Email:
Are you currently a PENSCO client?
yes  no
eBook - Click here for the Answers to Investors? Top 50 Questions Self-Directed IRA eBook
Latest PENSCO Trust Events
Click here to register online for the 2007 Mini-Symposium
Click here to register online for the next 'Wednesday Webinar'
Click here for information on the NEW Solo(k)
UPCOMING Events Calendar
Symposium 2006
Archived Audio Sessions

Latest PENSCO Trust News
Top 'Dos' and 'Don'ts' of Self-Directed IRA Investing
Read Tom's Blog
on Self-Directed IRAs
Real Estate in an IRA
Private Stock in an IRA
Free Book Offer:
Click Here
Latest PENSCO Trust News
PENSCO Trust RSS Feed
Click Here for Success Stories and Testimonials
Regulatory Issues
PENSCO Trust Newsletter

takecontrol@pensco.com