Webinars

Welcome to Our On Demand Webinar Library

On this page you’ll find the encore presentations to some of our recent webinars. These encore presentations are designed to help you, the self-directed investor, learn and get the most out of your self-directed investments.

Please check back often as we begin to add and build up this valuable resource.

Using a Self-Directed IRA to invest in Real Estate

We were pleased to have Aaron Fragnito is Senior Partner of Peoples Capital Group and host of the NJ Real Estate Network group in Morristown, NJ.

Aaron and Karen Augis of Next Generation Trust Services presented a real life case study on using a Self-Directed IRA to invest in Real Estate.

CLICK HERE TO WATCH


Understanding Prohibited Transactions

Next Generation Trust Services, a third party administrator for self-directed IRAs, will be hosting a webinar with Mathew Sorensen, Esq. of KKOS Lawyers. The topic of this presentation is “Understanding Prohibited Transactions.” If you are looking to make an investment using a self-directed IRA it is extremely important to understand the facts and rules when it comes to prohibited transactions.
“Mat is a partner at KKOS Lawyers in its Phoenix, AZ office. KKOS Lawyers assists clients nationwide from its offices in Arizona, Utah, and California. His practice areas include real estate, self directed IRA law, business entity formation, securities law, estate planning, and general litigation with particular emphasis on self directed IRA law. He has assisted over 1,000 clients with self directed retirement plan investments and has established LLCs, partnerships, private offerings, corporations, and other investment structures with self directed IRAs. Mat also regularly consults clients on the prohibited transaction rules applicable to IRAs, on UBIT and UDFI taxes, and has represented self directed IRA owners before the U.S. Tax Court.” – KKOS Lawyers

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Creating wealth from distressed debt in your self directed IRA

Join Bob Malecki of Resolution Capital Management LLC for this informative webinar. Bob will discuss how he's used distressed mortgage debt in his IRA to build wealth. He's been a Real Estate Investor since 2007 and has grown his Roth portfolio to an average 32% annualized ROI by purchasing non performing mortgage loans and "renovating" them into performing assets. Karen Augis of Next Generation Trust Services will host this exciting webinar and will also discuss the Self Directed Retirement Plans.

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Do You Have a Retirement Account? Learn How to Earn the Most From It!

MJS Financial Host: Mahir Allan
SPECIAL GUEST SPEAKER: KAREN AUGIS from NEXT GENERATION TRUST SERVICES

Find out what types of retirement accountants are out there and why a self-directed IRA is great vehicle to secure your future.

We’ll tell you how to purchase notes directly from your retirement account and what the benefits are using this method.

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Don’t Kill Your Retirement – Put it in Overdrive Instead!

Get the skinny on making the most of your retirement plan and savings strategy with co-presenters David Alemian, a nationally acclaimed retirement expert, and Karen Augis, business development representative of Next Generation Trust Services. You’ll get informative tips about using self-directed retirement plans to supercharge your retirement savings, and how to protect yourself and your family from common financial pitfalls that can crimp your retirement lifestyle.

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How to Take the Volatility Out of Oil and Gas Investments While Getting Solid Returns With Lower Risk Levels.

Tom San Miguel, President and CEO of SGR Energy, along with our own Karen Augis, delivers a highly informative presentation detailing how to invest in commodities such as oil and gas futures in an unpredictable market. Karen goes on to outline the many alternative assets allowed within Self-directed Retirement Plans (including oil and gas futures) and how they can help you achieve your retirement goals.

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SCALE: A Concrete Road Map to Work Less and Get Your Business to Produce More!

Have you ever wanted your business to grow but held yourself back from fear that it would take over your life? As an owner, it’s all too common to feel you have to choose between your personal life and the success of your business. Join Presenter Karen Augis and WSJ bestselling author David Finkle of Maui Mastermind to discover a concrete road map to grow your business and get your life back!

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PASSIVE INCOME FROM INVESTMENTS IN APARTMENTS

Financial Attunement, a successful multifamily investment company, will deliver a content-rich presentation on one of the surest ways to invest in real estate - large apartment complexes.

Presenter Karen Augis, business development specialist from Next Generation Trust Services will discuss Self-Directed IRAs 101. Speaker Neal Bawa, Partner at Financial Attunement, has a deep understanding of MultiFamily syndication and management.

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How Investors Can Now Access Private Investments Online

Adam Sharp of Early Investing explains how investors can now access private investments online. His presentation covers both early stage "seed" investing and late-stage "pre-IPO" investing. Learn about the exciting world of startup investing in this informative 30-minute presentation.

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