Representatives from Next Generation Trust Services, a Self Directed IRA Administrator, to Attend Two Major Retirement and Banking Conferences in March
Published on March 27, 2013
Administrator of Self Directed Retirement Plans Will Be at Annual RITA and ABA Wealth Management Events. Changes in economic legislation and overcoming lingering challenges in the nation’s economy will be some of the topics on the agendas at two conferences in March that focus on the retirement industry and investments.
Changes in economic legislation and overcoming lingering challenges in the nation’s economy will be some of the topics on the agendas at two conferences in March that focus on the retirement industry and investments. Next Generation Trust Services, LLC, a third-party administrator of self-directed retirement plans, will have a presence at both.
The company will exhibit at the ABA Wealth Management and Trust Conference, sponsored by the American Banking Association, March 3-5 in New Orleans, La. The conference will offer strategies for working with high-net-worth clients, and draws financial industry experts, wealth managers, and trust bankers. Next Generation Trust’s CEO, Jaime Raskulinecz, will attend “Raising the Bar—Self-Directed IRA Conference” on March 20-22, 2013 in Washington, D.C., sponsored by the Retirement Industry Trade Association (RITA), where she will be hearing the latest updates on issues that affect the self-directed retirement plan industry.
“This year’s ABA conference focuses on how to build financial planning and personal banking practices despite unpredictable market influences, and for certain savvy investors, investing in nontraditional assets through a self-directed IRA could be a highly effective wealth-building strategy,” said Raskulinecz. “As the popularity of self-direction grows, financial services professionals need to educate themselves about the options and benefits of this retirement strategy, so they can better guide their clients and answer questions they might have.”
Self-direction allows for a broad array of alternative investments including real estate, private placements, unsecured loans, precious metals, and commodities. The investment decisions are made by the individual account holder and the assets are held by third-party administrators such as Next Generation Trust Services. Raskulinecz noted that independent fee-based financial planners can earn commissions on those assets held by Next Generation Trust that they are advising their clients on.
The RITA conference will feature seminars about anti-fraud measures, compliance, best practices in the retirement industry, updates on IRA regulations, social media marketing, and a panel discussion on crowdfunding, one of the most important investment topics in 2013.
“It is critical in our business to stay abreast of all the regulatory practices, and investment updates and trends, so we can share this knowledge with our clients,” said Raskulinecz, who provides free educational seminars about self-directed retirement accounts to investors, financial advisors, and real estate professionals throughout the year. “RITA conferences provide administrators of self-directed retirement accounts with the information we need to help our clients, and to help us grow our businesses.” Next Generation Trust Services is a member of RITA, a professional trade association committed to the continued growth and expansion of self-directed retirement plan administration.