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

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

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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 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. David and Karen will have time for questions.

Did you miss our free live webinar, “Avoid the Seven Retirement Killers”?  Not to worry.

Click here for the recording of this joint informative webinar!!  

HOW TO MAKE OIL OR GAS INVESTMENTS USING A SELF-DIRECTED IRA

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

Learn how to invest in oil or gas with your self-directed IRA in this highly informative encore presentation of our recent joint webinar with SGR Energy. Tom San Miguel, President and CEO of SGR Energy, joins our own Karen Augis to share a wide breadth of information about investing in alternative assets and commodities, such as oil and gas futures, using a Self-directed IRA in an unpredictable market.

SGR Energy is a rapidly growing fuel blending and manufacturing company that has developed a proprietary blending technology platform to cost-effectively incorporate cleaner burning fuel oils and blendstocks for commercial and industrial burning.

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FREE WEBINAR March 30th: How to Avoid the 7 Retirement Killers with David Alemian

 

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

Don’t Kill Your Retirement – Put it in Overdrive Instead!Join us for this free live webinar, “Avoid the Seven Retirement Killers” on Wednesday, March 30 at 8:00 p.m. (Eastern).
Register at https://attendee.gotowebinar.com/register/1107679172834399748

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. David and Karen will have time for questions.

Please register for this joint informative webinar today! https://attendee.gotowebinar.com/register/1107679172834399748

After registering, you will receive a confirmation email containing information about joining the webinar. Tune in for great information about self-directing your retirement plan, and avoiding the seven retirement killers.

FREE WEBINAR March 14th: Learn How to Invest in Oil or Gas Using Your Self-Directed IRA

 

Thinking of Making Oil or Gas Investments Through Your Self-Directed IRA? This webinar’s for you!

Thinking of Making Oil or Gas Investments Through Your Self-Directed IRA?Join us on Monday, March 14 at 3:00 p.m. (Eastern) for a joint webinar with SGR Energy. Tom San Miguel, president/CEO of SGR Energy will co-present this informative, free webinar with Next Generation Trust Services’ business development representative Karen Augis.

Register at: https://attendee.gotowebinar.com/register/629248678222169347

Tom’s presentation covers a breadth of information about investing in these commodities in an unpredictable market with “How to Take the Volatility Out of Oil and Gas Investments While Getting Solid Returns With Lower Risk Levels.” Karen will cover “Self-Directed Retirement Plans 101” and talk about the many alternative assets allowed within these plans (including oil and gas futures).

SGR Energy is a rapidly growing fuel blending and manufacturing company that has developed a proprietary blending technology platform to cost-effectively incorporate cleaner burning fuel oils and blendstocks for commercial and industrial burning.

Register at https://attendee.gotowebinar.com/register/629248678222169347

We’ll send you a confirmation email with all the information about joining the webinar.

SCALE: A Concrete Road Map to Work Less & Grow Your Business

Have you ever wanted your business to grow but held yourself back from fear that it would take over your life?

Join Wall Street Journal bestselling author and successful entrepreneur David Finkel and get a concrete road map to grow your business and get your life back!

Meet Your Presenter…

Karen-2-on-white-backgroundKaren Augis is the Business Development Representative at Next Generation Services. If there’s one thing Karen enjoys, it’s talking to prospective clients. She has extensive experience as a sales professional in several industries (following a career in finance) and she loves cultivating productive business relationships. As our business development consultant Karen calls on prospective clients, identifies and develops relationships with strategic partners, and conducts educational presentations (in person and on the Web) about various aspects of self-direction. Karen has her bachelor’s degree in finance from Trenton State College (now TCNJ).

Meet Your Speaker…

david-finkle-mauimastermind-300-x-300David Finkel is co-author of, SCALE: 7 Proven Principles to Grow Your Business and Get Your Life Back, and one of the nation’s most respected business thinkers. A Wall Street Journal and Business Weekbestselling author of over 11 books, he is the CEO of Maui Mastermind®(www.MauiMastermind.com) one of the world’s premier business coaching companies. David and the Maui Advisor team have built and sold over $2 billion of businesses. An ex-Olympic-level athlete turned business multi-millionaire, David is an American success story.

MULTIFAMILY FUNDAMENTALS: Passive Income from Investments in Apartments

Did You Know?

Real estate is the most popular asset class to be included in a self-directed retirement plan? Co-presenter Karen Augis, business development specialist from Next Generation Services (an administrator of these plans) will discuss Self-Directed IRAs 101.

Meet Your Presenter…

Karen-2-on-white-backgroundKaren Augis is the Business Development Representative at Next Generation Services. If there’s one thing Karen enjoys is talking to prospective clients. She has extensive experience as a sales professional in several industries (following a career in finance) and she loves cultivating productive business relationships. As our business development consultant Karen calls on prospective clients, identifies and develops relationships with strategic partners, and conducts educational presentations (in person and on the Web) about various aspects of self-direction. Karen has her bachelor’s degree in finance from Trenton State College (now TCNJ).

Meet Your Speaker…

neal-bawa-on-300-300-wh-bgNeal Bawa is a partner at Financial Attunement and oversees Multifamily acquisition and management. Neal’s love affair with Real Estate started in 2008, when he bought 14 single family homes in California. In 2013, Neal decided that he wanted to eventually transition to Real Estate on a full time basis. With that goal in mind, he became heavily involved in MultiFamily education and networking. He has taught MultiFamily Fundamentals to groups of 50+, and currently serves as Co-organizer of the Bay Area MultiFamily investing Meetup and hosts the group’s meetings. In 2014, Neal expanded into Chicago, IL, buying 22 units in Chicago’s up-and-coming South Shore neighborhood. In parallel, Neal made strategic investments as an investor in seven large MultiFamily and Retail syndication projects in Texas, Kansas and South Carolina. His MultiFamily projects total 1600 units, and gave Neal a deep understanding of MultiFamily syndication and management.

Next Generation & North American Savings Bank Webinar: Non-Recourse IRA Loans and Self-Directed IRAs

Next Generation Trust Services, LLC is proud to present this informational webinar with Matthew Allen of North American Savings Bank.

Mr. Allen, author of “Leverage Your IRA: Maximize Your Profits with Real Estate” informed attendees how the process of becoming approved for an IRA non-recourse loan works and what the bank looks for before approval.

Jared Lopez of Next Generation Trust Services explained the details of self-directed retirement plans. In this presentation, Mr. Lopez covered the types of plans that can be self-directed, allowable investments, as well as investment restrictions.

In case you missed this educational self-directed webinar session you can access the recording of this seminar below!

For more information or to set up a webinar of your own with Next Generation, please guide any questions and inquiries via e-mail to Events@NextGenerationTrust.com or call our office at 973-533-1880.

Next Generation Trust and Joe Luby Webinar: Self-Directed Reitrement Plans & Maximizing Your Roth IRA Conversions

Next Generation Trust Services, administrator for self-directed retirement plans held a webinar on July 12, 2012 with Joe Luby of Jagen Funds on the topic of “Maximizing Your Roth IRA Conversion and Self-Directed IRAs.”

In this presentation, Mr. Luby, author of Keep It! Advanced Tax Strategies for IRAs, discusses when is the right time to convert your IRA account into a Roth account, how to avoid the major tax bite when it comes time to taking a distribution, and how you can recharacterize back to a traditional if needed.

Jared Lopez, New Accounts Specialist for Next Generation Trust Services hosted the presentation and covered how to have a self directed IRA, what types of investments you can make within a self directed IRA, and how it is done.

In case you missed this educational self-directed webinar session you can access the recording of this seminar below!

For more information, please guide any questions via e-mail to Events@NextGenerationTrust.com or call our office at 973-533-1880.

 

Did you miss The REal WEalth Webinar?

We all know what happens: you meant to attend the webinar that will better advance the techniques you already have in your arsenal, but you just couldn’t find the time!

For those who missed the anticipated webinar The REal WEalth with Laura Treonze of Al Filippone Associations and Next Generation Trust Services, you can watch the hour long presentation right here!

Did time slip by too quickly? (photo by Robbert Van Der Steeg used under creative commons license)

“Did your plans for a secure financial future fall short in 2011? Are you dissatisfied with your return in the stock market? Are you tired of watching your hard earned dollars vanish in the winds of media headlines and volatile markets? If you answered YES to any of these questions, join Laura Treonze of Al Filippone Associates, LLC and Aida Reluzco of Next Generation Trust Services, LLC for The REal Wealth Webinar and take your next step toward building real wealth with with real estate. During the 60-minute presentation you will learn where to find REal Deals, understand how to establish REal Investment Criteria AND discover REal opportunities using your Self-Directed IRA. Can you really afford to miss this event?”