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Upcoming events

January 13 – 18, 2019 53rd Annual Heckerling Institute on Estate Planning

We will be  exhibiting at the 53rd Annual Heckerling Institute on Estate Planning in Orlando, Florida

The Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors. In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities and the nation’s largest exhibit hall dedicated to the estate planning industry.

WEBINAR: Protect Yourself (and your IRA) From Cyber Fraud

WEBINAR: Protect Yourself (and your IRA) From Cyber Fraud

Thu, Jan 24, 2019 2:00 PM – 3:00 PM EST

Brittany Pickell, Director of Marketing & Sales at Next Generation, and Tom Linehan, National Director for BankUnited’s National Deposits Group, will be hosting an exclusive webinar on January 24th.

Get ready to learn:
• A better understanding of Cyber Fraud and the current risks associated with email scams
• Ways to identify fraud and recognize the “red flags”
• How to better protect against email fraud
• What to do if you are a victim of fraud
• Tips to ensure you keep finances safe and secure

PRESENTED BY

&

Bank United

Webinar: Jan 24, 2019 Investing in Real Estate with your 401k/IRA

January 24th @ 7pm EST

On this exclusive webinar, Brittany Pickell from Next Generation Services will be discussing the ins-and-outs of investing in real estate with your IRA, SEP-IRA, or 401k, or other qualified accounts. Faiq Siddiqui, from APEX Capital Group, will go in to the nuts and bolts of holding rental properties in your retirement account. DON’T MISS IT!!!

Webinar 1-29-19 Using a Self-Directed IRA for Energy Sector Investments

January 29th @ 7pm EST

Brittany Pickell, Director of Marketing & Sales at Next Generation, and Bart Vossen, Vice President of Investor Relations at SGR Energy, Inc., will be hosting an exclusive webinar on January 29th. Get ready to learn: • Basics of Investing with a SDIRA • Alternative Investment Opportunities in Private Equity • Oil and Gas / Energy Opportunities • Dividend Based Investment Income

Check back soon for more exciting Next Generation Events!