Next Generation Sales & Marketing Director Shares Insights into Self-Directed Investing on #1 Leading Ladies Podcast
Brittany Melville Discussed Using Funds from Existing Workplace Retirement Plans or IRAs to Fund a New Self-Directed IRA, Take Advantage of Opportunities to Invest in Alternative Assets
Brittany Melville, SDIP – Director of Marketing and Sales at Next Generation
ROSELAND, NJ, April 04, 2020 /24-7PressRelease/ — Brittany Melville, director of marketing and sales for Next Generation, a custodian and administrator for self-directed retirement plans, was recently interviewed on the #1 Leading Ladies podcast. The topic was “How to Invest Today with Your IRA and 401(k).” The show, which airs on Spotify and iTunes, is hosted by real estate investor Kaylee McMahon, who specializes in multifamily syndications. The full interview is available here.
McMahon said she often hears that lack of cash prevents people from investing in real estate and other assets. Melville explained that individuals with workplace retirement plans, such as a 401(k), 403(b), or certain qualified plans as well as IRAs can use funds from those plans to establish a new self-directed retirement plan, rather than rely on disposable income, to start investing in alternative assets.
“Cash might be tight, but individuals can open a new self-directed IRA and roll over their old workplace retirement plans or transfer funds from their existing plans to get started,” explained Melville, who walked through the steps to open and fund a new self-directed account using an existing 401(k) or IRA. “The self-directed IRA can also partner with another account on a nontraditional investment.
“After executing the rollover or fund transfer into a new self-directed IRA, individuals can invest in real estate, private equity, promissory notes, joint ventures, syndications and more. These enable investors to diversify their retirement portfolios outside of publicly traded assets, allow them to include investments they feel strongly about and provide an excellent hedge against stock market volatility, which is out of their control.” Self-directed retirement accounts may include a broad array of investments beyond stocks, bonds and mutual funds.
Melville said that a key to be a successful self-directed investor is to educate oneself about the steps necessary to set up an account, the transaction process and the IRS regulations regarding self-directed investments. The company offers a whitepaper library, on-demand webinars and other educational materials on its website. Individuals may also sign up for the company newsletter, ask questions via live chat, or register for a complimentary educational session.
Next Generation will be hosting a complimentary webinar with McMahon on April 28th at 1:00pm ET, focused on including multifamily real estate investments in a self-directed IRA. For information or to register, click here.
About Next Generation
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.
Self-directed retirement plans allow for a broad array of alternative assets to be included in them, with the same tax advantages as typical retirement plans offered by banks and brokerage houses. Among those assets are real estate, private equity, unsecured and secured loans, precious metals and more. As self-directed investors, account owners make all their own investment decisions and conduct their due diligence on the nontraditional investments they wish to include, in order to build a more diverse retirement portfolio.
Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com. Alternatively, you can reach Next Generation directly via phone at 888.857.8058 or via e-mail at NewAccounts@NextGenerationTrust.com.
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CEO Jaime Raskulinecz and Five Staff Members of Next Generation Services are Now Certified as Self-Directed IRA Professionals
Next Generation Services is a third-party administrator of self-directed retirement plans ; all six have earned their SDIP designations from the Retirement Industry Trust Association (RITA)
Top Left-Right: DeAnna Cook, Emma Olson, Brittany Melville, Jaime Raskulinecz; Bottom Left-Right: Trusha Shah, Francesca Agnello
ROSELAND, NJ, February 27, 2020 /24-7PressRelease/ — Six members of Next Generation Services, a third-party administrator of self-directed retirement plans, have recently earned their Self-Directed IRA Professional (SDIP) designations from the Retirement Industry Trust Association (RITA). They are founder and CEO, Jaime Raskulinecz; DeAnna Cook, vice president of operations; Brittany Melville, director of marketing and sales; Emma Olson and Francesca Agnello, account representatives; and Trusha Shah, transaction processor.
According to the conferring organization, the RITA Certified SDIP designation signifies that an individual working in the self-directed IRA industry has attained comprehensive training in the following areas: IRA alternative investments such as promissory notes, real estate, LLCs, precious metals, and private stock; prohibited transactions, UBTI, anti-fraud measures and disclosures; and expertise in IRA documentation, reporting requirements, eligibility and contribution requirements, IRA portability and distributions.
“Our team of professionals have all demonstrated their expertise around matters of compliance and the operational knowledge regarding self-directed retirement plans and the nontraditional investments these plans allow,” said Raskulinecz. “That expertise is displayed every day through our commitment to client education about self-directed IRAs and the guidance we provide about alternative assets within these plans.”
Among the requirements to earn the SDIP designation, candidates must have a minimum of two years of dedicated IRA operational and technical expertise, attended the three-day RITA IRA Institute program, and passed the RITA IRA Fundamentals Test. Two other Next Generation employees, transaction manager Bill Wittler and assistant transaction manager Kyle Schickram, hold SDIP as well as CISP (Certified IRA Services Professional) designations.
About Next Generation
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.
Self-directed retirement plans allow for a broad array of alternative assets to be included in them, with the same tax advantages as typical retirement plans offered by banks and brokerage houses. Among those assets are real estate, private equity, unsecured and secured loans, precious metals and more. As self-directed investors, account owners make all their own investment decisions and conduct their due diligence on the nontraditional investments they wish to include, in order to build a more diverse retirement portfolio.
Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com. Alternatively, you can reach Next Generation directly via phone at 888.857.8058 or via e-mail at NewAccounts@NextGenerationTrust.com.
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Karen Jung, CPA is Promoted to Director of Finance of Next Generation Services
Expanded Role Includes Overseeing all Financial and Benefits Activities, Planning and Reporting for Administrator of Self-Directed Retirement Plans, and Financial Oversight for Next Generation Trust Company
ROSELAND, NJ, February 21, 2020 /24-7PressRelease/ — Jaime Raskulinecz, founder and CEO of Next Generation Services in Roseland, N.J., has announced the promotion of Karen Jung, CPA, to director of finance. Jung, a resident of Verona, joined Next Generation in 2016 as controller of the company, which is a third-party administrator for self-directed retirement plans.
In her expanded role, Jung now oversees all financial planning and reporting; manages pension, benefits and insurance administration; handles payroll, cash management and tax reporting; assists with annual audits; processes human resources matters; and works closely with Raskulinecz on forecasting, financial projections and budgets. She is also involved in transaction review for clients’ self-directed investments as part of the firm’s transaction support process.
“Karen has been such a valuable asset to Next Generation during the past four years, and her experience in corporate finance has helped our company expand our client services with ease, including the formation of our trust company,” said Raskulinecz.
Jung is also responsible for overseeing all financial activities for the firm’s sister company, Next Generation Trust Company, of which she is treasurer of the board of directors; she is also on the company’s trust committee. She played an integral role in 2017 in forming the trust company, the licensed and chartered South Dakota entity that serves as custodian for all Next Generation accounts.
Prior to joining Next Generation, Jung was the director of finance for a nursing home, with full P&L accountability and responsibilities for medical insurance billing, accounts receivable and accounts payable. She was recognized for process improvements and expense management there. She also has experience as an accounting manager, treasurer, and financial and operations principal for a trust company and pension services firm.
“My work at Next Generation has broadened my professional development as well as my knowledge base within the self-directed retirement field, which have both been very satisfying,” said Jung. “I am honored by this promotion and vote of confidence in my contributions to the firm.”
About Next Generation
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy.
Self-directed retirement plans allow for a broad array of alternative assets to be included in them, with the same tax advantages as typical retirement plans offered by banks and brokerage houses. Among those assets are real estate, private equity, unsecured and secured loans, precious metals and more. As self-directed investors, account owners make all their own investment decisions and conduct their due diligence on the nontraditional investments they wish to include, in order to build a more diverse retirement portfolio.
Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com. Alternatively, you can reach Next Generation directly via phone at 888.857.8058 or via e-mail at NewAccounts@NextGenerationTrust.com.
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Next Generation Services Adds to its Team with New Sales and Business Development Specialists
Jack Malpass Joins Company as Inside Sales Rep, Scott Ritchie is Business Development Rep for Firm that Specializes in Self-Directed Retirement Plans
ROSELAND, NJ, October 17, 2019 /24-7PressRelease/ — Next Generation Services, located in Roseland, N.J., is expanding once again with two new hires. Jack Malpass is Next Generation’s newest inside sales representative and Scott Ritchie is the firm’s new business development representative. Both will work on building and strengthening the firm’s relationships with prospective clients—individuals who are interested in controlling their retirement investments through self-directed IRAs and other retirement plans—along with their trusted advisors and other referral sources.
“Since growing a cohesive operations and transactions department, we have refocused our efforts on the expansion of our sales and marketing teams,” said Jaime Raskulinecz, founder and CEO of Next Generation. “Bringing on these two seasoned sales professionals will help us drive our passion for providing top-notch information and education to individual investors and financial professionals in even greater numbers and a farther reach.”
Malpass, of Hopatcong, has worked in inside sales for a variety of companies in the NY/NJ metro area; as such, he has managed IT help desks, and has extensive experience with lead generation and nurturing, handling customer inquiries, and representing companies at trade shows. At Next Generation, he is working with potential clients to understand their investing objectives, educate them on how self-direction may help them meet those goals, and ensure a smooth client acquisition process. He will be working closely with Next Generation’s marketing team.
As business development representative, Ritchie, of Bernardsville, will put his experience as a business development director for a software company, as well as his background in real estate investment and vendor relations to work at Next Generation. He will research target markets and develop leads, represent Next Generation at industry events and trade shows, and present how self-direction works to potential clients who may not yet have a full understanding of the retirement strategy. He will be collaborating with the marketing, account management and operations teams.
Self-directed retirement plans allow for a broad array of alternative assets to be included in them, with the same tax advantages as typical retirement plans offered by banks and brokerage houses. Among those assets are real estate, private equity, unsecured and secured loans, commodities and precious metals. As self-directed investors, account owners make all their own investment decisions and conduct their due diligence on the nontraditional investments they wish to include, in order to build a more diverse retirement portfolio.
Next Generation Services, founded in 2004, provides full account administration and transaction support. In 2017, its sister firm, Next Generation Trust Company was launched; the South Dakota licensed, chartered trust company acts as custodian for all Next Generation accounts. Anyone interested in learning more about self-direction as a retirement wealth-building strategy can sign up for a complimentary educational session; or contact Next Generation by phone at 1.888.857.8058 or email at NewAccounts@NextGenerationTrust.com. More information about self-directed retirement plans and Next Generation is available at www.NextGenerationTrust.com.
About Next Generation
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy. Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
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Contact Information
Caryn Starr-Gates
StarrGates Business Communications
Fair Lawn, NJ
US
Voice: 201-791-4694
E-Mail: Email Us Here
Next Generation Services Celebrates 15th Anniversary in the Self-Directed Retirement Industry with Networking Event
Roseland, N.J. Firm Specializes in Self-Directed Retirement Plans; Event was Attended by Staff, Sponsors and Clients
ROSELAND, NJ, October 11, 2019 /24-7PressRelease/ — In celebration of its 15th year in business, Next Generation Services, a Roseland, N.J. firm specializing in account administration of self-directed retirement plans, held a networking event at McLoone’s Boathouse in West Orange. The event, on September 26, was attended by approximately 50 people including staff, sponsors, and current and prospective clients. Next Generation Investment Group (not affiliated with Next Generation Services), an alternative investment fund that specializes in the film distribution market, sponsored the open bar. Emerald sponsors included Prawdzik Properties, a real estate investment company; Iron Edge VC, which provides members with investment access to pre-IPO companies, and Jim Clark of Clark’s Laws PC, who specializes in ERISA law.
Next Generation Services, an independently owned and operated company, was founded in 2004 by Jaime Raskulinecz (far right, back row), a long-time real estate investor, licensed real estate broker and certified property manager; she and partner Linda Varas (center of photo) are the firm’s principals. Since its founding, Next Generation Services, which provides full account administration and transaction support, has grown to over $600 million in assets under management. In 2017, its sister firm, Next Generation Trust Company was launched; the South Dakota licensed, chartered trust company acts as custodian for all Next Generation accounts.
More information about self-directed retirement plans and Next Generation is available at www.NextGenerationTrust.com.
About Next Generation
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy. Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation Trust Company expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
Contact Information
Caryn Starr-Gates
StarrGates Business Communications
Fair Lawn, NJ
US
Voice: 201-791-4694
E-Mail: Email Us Here
Brittany Pickell of Next Generation is Featured Guest on Target Market Insights Podcast
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Marketing Director for Self-Directed Retirement Plan Specialist Shares Insights into Real Estate Investing through this Strategy
ROSELAND, NJ, May 31, 2019 /24-7PressRelease/ — Brittany Pickell, Director of Marketing and Sales for Next Generation, which specializes in self-directed retirement plans, was a featured guest in a recent episode of Casmon Capital Group’s real estate podcast, Target Market Insights. Pickell shared information for real estate investors about self-directed retirement plans and ways investors anywhere in the U.S. can include real estate investments in these plans.
“Since Casmon Capital Group specializes in optimizing apartment community investments, the Target Market Insights podcast typically provides insight on specific geographical and emerging markets for real estate investors; however, we wanted to bring a different perspective to listeners with a topic that applies to all markets,” said Pickell. Her episode, titled “What You Need to Know About Self-Directed Retirement Accounts” is available here.
“Although self-directed IRAs have been around for decades, we find that even experienced investors are not always aware of the concept or the many nontraditional investments these plans allow—including all types of real estate, which is the largest asset class typically held in these plans,” she added.
Real estate investments that can be included in a self-directed IRA include mixed-use properties, residential or commercial properties, rehabs, farm land, raw land, and industrial or warehouse properties.
What was once an exclusive investment vehicle for the very wealthy, self-directed retirement plans are now attainable by a wider pool of savvy investors who know and understand certain alternative assets, are comfortable making their own investment decisions and want to diversify their retirement portfolios.
“Including nontraditional investments in their retirement plans enable investors to hedge against stock market volatility in more creative ways,” noted Pickell.
In the podcast, Pickell explained the best practices when using a retirement account to buy and sell investment real estate, talked about the similarities and differences between self-directed IRAs and typical plans from brokerages and banks, and discussed how Health Savings Accounts (HSAs) and Coverdell Education Savings Accounts (ESAs) can also be self-directed. Next Generation Trust Company provides custodial services for its clients’ self-directed accounts and its sister firm, Next Generation Services, provides full account administration and transaction support.
Pickell speaks at many conferences and meetings and conducts educational webinars with other firms. Next Generation’s goal during these events is to educate investors and financial professionals on self-direction as a retirement strategy and the many options available through self-direction. Last spring, Pickell appeared twice on the financial services video platform, Asset TV, to talk about women and investing and to provide an overview of self-directed retirement plans.
More information about self-directed retirement plans and Next Generation is available at www.NextGenerationTrust.com.
About Next Generation Trust Company
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy. Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation Trust Company expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
DISCLAIMER: Next Generation Trust Company (“NGTC”) / Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGTC / NGS does not endorse or recommend any companies, products, services or investments. NGTC / NGS does not provide any financial, legal or investment advice.If the services of NGTC / NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGTC / NGS. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.
About Casmon Capital Group
Casmon Capital Group is a real estate investment firm focusing on apartment communities with value-add opportunities. It seeks out structurally solid, underperforming properties in proven markets, then implements a plan to optimize operations and increase cash flow. Its offerings are designed to outperform traditional investment vehicles and create alternative, turnkey solutions for qualified individuals. It is headed by co-founder John Casmon. More information is at www.casmoncapital.com.
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Next Generation to Sponsor 2019 Next Gen Summit, Which Focuses on Millennial Entrepreneurs
Custodian and Administrator of Self-Directed IRAs will Provide Education to Startups and Entrepreneurs on How to Leverage Those Plans as Funding Source
ROSELAND, NJ, April 12, 2019 /24-7PressRelease/ — Next Generation, which specializes in self-directed retirement plans, has announced an upcoming sponsorship with Next Gen—a global entrepreneurial community and online resource for millennial entrepreneurs. The company will sponsor the 2019 Next Gen Summit, held from June 7-9 in New York City. The event, which draws thousands of participants from around the world, offers access to the resources, mentorship, knowledge, and network entrepreneurs need to succeed.
As a Next Gen Summit sponsor, Next Generation will provide education to startup founders and entrepreneurs about how to leverage investors’ self-directed IRAs as a funding source for their businesses. Self-directed retirement plans can hold an array of non-publicly traded assets such as private equity, unsecured and secured loans, real estate, limited partnerships and many others. Self-directed investors can also build a more diverse retirement portfolio with the nontraditional investments these tax-advantaged plans allow. Next Gen Summit attendees will have an opportunity to meet with members of the Next Generation team and learn more about this unique wealth building strategy.
“The concept of self-directed retirement plans is still not widely known or understood, even by some of the most experienced investors,” explains Brittany Pickell, Next Generation’s Director of Marketing and Sales. “Education on self-directing is the key to ensuring success. Whether using your account to make alternative investments, or marketing investment in your business to SDIRA account holders, the value of tapping into this network is immeasurable.”
What was once an exclusive investment vehicle for the very wealthy, self-directed retirement plans are now attainable by a more comprehensive pool of savvy investors who know and understand certain alternative assets, and are comfortable making their own investment decisions.
About Next Generation Trust Company
Founded on the philosophy that every person should have control over their own retirement plans, Next Generation Trust Company educates consumers and professionals about self-directed retirement plans and nontraditional investments, a strategy at one time reserved only for the very wealthy. Next Generation Trust Company, a custodian of self-directed retirement plans, is a trust company chartered in South Dakota. Its sister firm, Next Generation Services provides comprehensive account administration and transaction support with Next Generation Trust Company acting as custodian for all accounts. The neutral third-party professionals at Next Generation Trust Company expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
DISCLAIMER: Next Generation Trust Company (“NGTC”) / Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGTC / NGS does not endorse or recommend any companies, products, services or investments. NGTC / NGS does not provide any financial, legal or investment advice.
If the services of NGTC / NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGTC / NGS. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.
About Next Gen
Next Gen is the premier business hub that cultivates the knowledge, resources, and mentorship to empower the world’s greatest entrepreneurs, energizing them to create and grow meaningful businesses. Learn more and apply to attend Next Gen Summit 2019 at ngsummit.com.
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“Whether using your account to make alternative investments, or marketing investment in your business to self-directed IRA account holders, the value of tapping into this network is immeasurable.”
[/et_pb_testimonial]
Contact Information
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call toll free 1.888.857.8058
e-mail NewAccounts@NextGenerationTrust.com.
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Jaime Raskulinecz- Winner of CEO Report’s 2018 Mid-Atlantic Women’s Leadership Awards
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August 23, 2018 — CEO Report is pleased to announce the 2018 Mid-Atlantic Women’s Leadership Award winners. The Women’s Leadership Awards program honors CEOs and Executives who are moving their companies and communities forward. They are being recognized not only for their professional accomplishments, but also for their contributions within their community. The women selected are trailblazers in business and truly stand out for being passionate about philanthropy and inspiring up and coming leaders.
“This year’s Mid-Atlantic Women’s Leadership Awards winners have made outstanding impact, both professionally and philanthropically. The 50 women selected have built successful businesses, grown their companies and organizations, and dedicated their time and energy to improving their community and causes important to them. We’re honored to recognize them and their accomplishments,” says James McDonald, President and CEO of CEO Report.
This year’s winners will come together to celebrate at a high-energy awards gala on the evening of October 10, 2018 at the Down Town Club in Philadelphia. For ticket information, contact Erin Thomson, Mid-Atlantic Market Director at ethomson@ceoreport.com, (267) 538-1027.
Erica Figueiredo Joins Next Generation Services
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Erica Figueiredo Joins Next Generation Services in Marketing and Sales Support, Bringing Expertise in Content and Inbound Marketing to Administrator of Self-Directed Retirement Plans
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Figueiredo Holds HubSpot Academy Certifications in Email Marketing, Content Marketing, Inbound Marketing, and Social Media Marketing; Will Enhance Outreach Campaigns for Roseland, N.J. Firm
NEWARK, NJ, August 21, 2018 /24-7PressRelease/ — Erica Figueiredo of Berkeley Heights, N.J. has joined Next Generation Services as a Marketing and Sales Support Associate. She will report to Brittany Pickell, Director of Marketing and Sales at the Roseland, N.J. firm, which specializes in self-directed retirement plans. Among her responsibilities at Next Generation, Figueiredo will create and implement lead generation campaigns, write marketing content, and coordinate logistics for trade shows, events and presentations.
She is trained in HubSpot and SalesForce—two leading marketing and sales applications—and holds HubSpot Academy certifications in email marketing, content marketing, inbound marketing, and social media marketing. Prior to joining Next Generation, Figueiredo was an Inbound Marketing Specialist who wrote, managed and optimized a wide range of digital marketing assets, worked on lead generation and optimized marketing automation for a benefits company; she was also a Marketing Associate at a media company, creating content, assisting with email and social media campaign creation, and supporting staff during virtual events and trade shows. She has a B.A. in Communication Studies from Kean University.
“I’m looking forward to putting my skills in content marketing and marketing automation to great use at Next Generation Services,” said Figueiredo. “I love the challenge of understanding what different audiences want from a product or service and finding ways to deliver the messaging that gets them to click or call for more information.”
Next Generation Services provides full account administration for self-directed retirement plans; its sister company, Next Generation Trust Company, serves as the custodian for the assets within clients’ plans. Self-direction allows for a broad array of nontraditional investments, including real estate, precious metals, notes and private equity. The company holds webinars for investors, real estate professionals, and financial advisors on various aspects of self-direction as a retirement strategy, and is a frequent exhibitor at major trade shows in the financial services and real estate industries.
“Erica brings a valuable skill set and bank of knowledge in the latest marketing techniques that will help us better identify, reach and communicate to our target audience,” said Pickell. “Her expertise will also provide needed support to our team as we continue to develop more educational webinars and presentations about self-direction.”
For more information about self-directed retirement plans, visit www.NextGenerationTrust.com, or contact Next Generation at Info@NextGenerationTrust.com or 1.888.857.8058.
About Next Generation
Next Generation Services provides comprehensive account administration and transaction support for self-directed retirement plans. Next Generation’s neutral, third-party professionals expertly guide clients and their trusted advisors as part of their white glove, personalized service for a seamless transaction experience from start to finish. Its sister company, Next Generation Trust Company, a trust company chartered in South Dakota, acts as custodian for these self-directed retirement plans. For more information on self-directing a retirement plan, visit www.NextGenerationTrust.com, call toll free 1.888.857.8058 or e-mail NewAccounts@NextGenerationTrust.com.
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