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Account Opening & Steps to Puchasing Real Estate, Notes, and Private Stock within your IRA

Description:

The first part of this class will be a walk through of opening your account. If you questions about the application or want help filling out the paperwork to transfer your IRA to Entrust you don't want to miss this class. After you establish your account with Entrust Retirement Services, Inc. your work is not done. The second part of this class will teach you how to properly vest your real estate contract, loans, private placements and any other investments that you are going to purchase with your retirement funds. Transactions get held up all the time because of the incorrect vesting, name, and paperwork and many of you investors know that time is money. Learn what forms are needed to purchase an asset, how to pay for a bill or invoice, and how to change information on your account to make sure you and your IRA are protected.

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Host: Entrust Retirement Services, Inc.
Sponsor:
Date: 08-19-2009
Start Time: 6:30:PM
Completion Time: 7:30:PM
Location: 6060 North Central Expressway, Ste 560
Dallas, TX 75206
Contact Name: Ryan Kimura
Contact Phone: 214-800-3488
Contact Email: rkimura@entrusttexas.com
Event Type: Workshop
Audience:
CE Credit: 0
Fee: $ 0.00
Open To Public?: Yes

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