New pending regulation is coming to the IRA world.
Join our newest sponsor Mike Todd from IRA Innovations as he brings you up to date on current hot topics to help you make the right decisions. Topics will include determining the type of IRA you need, the structure you are using to invest within the IRA, and today’s most popular investment types. Mike knows the good, the bad, and the ugly of what’s next in the IRA world. Take advantage of Mike’s expertise and recent updates from the pros in the industry so you can keep your ball rolling!
Guest Lisa Moren-Bromma will share real life examples of what to watch out for from your IRA custodian, potential fees, and responsibilities from both the IRA owner’s perspective and the administrator/custodian’s perspective. Lisa has been on both sides of the business and knows that you cannot afford to know just the basics of IRA Investing. If you finance loans out of your IRA, buy real estate in your IRA, or invest in any other alternative asset that requires “management,” then you need to hear from Lisa the best ways to protect your IRA and your Investment. Knowledge is crucial in this business!
This one-time event will take place at:
4525 Harding Road
Nashville, TN 37205
(This is the Truxton Trust building directly across the street from Kroger)
Time: Networking at . Presenters begin at
Seating is limited and the event will not be tape recorded or repeated.