Administrator of Self-Directed Retirement Plans Hosts Free Educational Seminars and Webinars in September and October
Published on September 17, 2012
Next Generation Trust Services, LLC invites investors to learn more about self-directed retirement plans or making real estate investments within these tax-advantaged plans at several informational seminars and webinars this fall. The free programs will be hosted by Next Generation Trust or sponsored by other organizations providing related education.
Next Generation Trust Services, LLC invites investors to learn more about self-directed retirement plans or making real estate investments within these tax-advantaged plans at several informational seminars and webinars this fall. The free programs will be hosted by Next Generation Trust or sponsored other organizations providing related education. Self-Directed Plans 101 and 201 will be held at the Next Generation Trust Services office at 75 Livingston Avenue, 3rd floor, in Roseland, N.J. Seating for these in-office seminars is limited and pre-registration is required; call (973) 533-1880 or email Events(at)NextGenerationTrust(dot)com. Registration information for the other events is included below. All programs are free and open to investors and their advisors.
- Wed., Sept. 19, 2:00 to 3:00 p.m. – Self-Directed Plans 201, an intermediate-level course for investors who already understand the basics of self-directed IRAs, goes into more depth about advanced strategies in non-traditional investing. Attendees will learn how to put their investment knowledge to work for them to build more eclectic retirement portfolios. Self-Directed Plans 201 is held on the third Wednesday of every month at Next Generation Trust Services’ office.
- Thurs., Sept. 20, 2:00 to 3:00 p.m. – Non-Recourse IRA Loans, an informational webinar presented by Next Generation Trust Services and Matthew Allen of North American Savings Bank. Allen, author of “Leverage Your IRA: Maximize Your Profits with Real Estate” will share the process of becoming approved for an IRA non-recourse loan and what the bank looks for before approval. Self-directed IRA investors may leverage their real estate investment with a non-recourse loan, which is secured by a pledge of collateral, typically real property. Jared Lopez of Next Generation Trust Services will explain the types of retirement plans that can be self-directed, allowable investments, and investment restrictions. Details and registration link are at https://www.nextgenerationtrust.com/events/; the password is “loan.”
- Wed., Oct. 3, 12:00 to 1:00 p.m. — Self-Directed Plans 101, a free beginner- level course, explains what self-directed retirement plans are, covers the types of non-traditional assets allowed in a self-directed plan, and the different types of plans available. Self-Directed Plans 101 is held on the first Wednesday of every month at Next Generation Trust Services and is the primer for Self-Directed Plans 201.
From 1:00 to 2:00 p.m., Dave Van Horn of PPR Note Company and Jared Lopez of Next Generation Trust Services will present a free webinar titled “Performing and Non-Performing Note Investing.” Lopez will discuss the different self-directed retirement plans, how to establish an account, and types of investments and restrictions. Van Horn will present on performing and non-performing notes and how to get started investing in this business. Details and registration link are at https://www.nextgenerationtrust.com/events/; the password is “notes.”
Next Generation Trust will also host a client appreciation and business mixer event on Thursday, September 20, 2012 at Cielo Restaurant, 169 Passaic Avenue, Fairfield, N.J. from 4:00 to 7:00 p.m. Seating is limited and anyone wishing to attend must RSVP in advance to receive an entry ticket. No walk-ins will be permitted due to space restrictions. To make a reservation for the mixer, call (973) 533-1880 by Monday, September 17.
Next Generation Trust Services specializes in comprehensive account administration and transaction support for self-directed retirement plans, and education about this retirement strategy. For more information about self-direction, upcoming events, or to open a self-directed IRA go to http://NextGenerationTrust.com or call (973) 533-1880.