December 2, 2009
5:30 p.m. to 7:30 p.m.
333 City Boulevard West, Orange, CA
Join Brad Barth and his special guest Jennifer Williams from Entrust for a free educational seminar to explore the latest tools and techniques to protect your wealth and retirement assets through the use of IRA-LLCs.
Seating is limited, so advance registration is required!
December 16, 2009
11:30 a.m. to 12:30 p.m.
Webinar for 2010 Roth Conversion Rule Changes
We will be joined by Amanda Han and Matt MacFarland of Keystone CPA as they share with you some of the top-notch tax planning strategies surrounding the upcoming new Roth IRA conversion opportunity.
Join us to find learn more about:
1) What the 2010 Roth conversion is
2) Who should convert
3) Top-Notch Strategies to make the conversion tax efficiently
E-Mail Jennifer Williams to register for the webinar!
jwilliams@theentrustgroup.com.
January 22, 2010
8:30 a.m. to 4:30 p.m.
The Advanced IRA Investor Workshop – Real Estate Lessons from the Trenches!
Find out what 2010 holds for the real estate industry
This is a workshop you cannot afford to miss, addressing a variety of topics, including:
– Advanced strategies for the real estate investor in the current market.
– Real estate in California this year and beyond.
– Buying real estate, creating paper, and making private loans without getting burned.
– 2010 Roth IRA conversions- learn what you can and cannot do with your IRA.
Early Bird Special: Register through December 15, 2009 and take advantage of our early bird discount! Pay only $75.00 for this incredible event. Discound expires on 12/15/09!!!
To Entrust’s Valued Clients and Friends:
I would like to take this opportunity to wish you and your family a wonderful Thanksgiving holiday.
I hope that you have a happy and safe holiday season!
Sincererly,
Jennifer Williams
Business Development Manager
