News & Events

Houston Client Mixer - Do Roth Conversions Make Sense? How to Analyze the Roth Conversion Opporunity in 2010

One of the most powerful teaching and networking events you can possibly attend is Entrust Retirement Services' monthly Client/Guest Mixer and it's absolutely FREE to attend!

Entrust Retirement Services, Inc. is a local company where investors can self-direct their qualified retirement accounts, such as IRAs, 401Ks, HSAs etc., to meet their own specific investment goals and philosophies. These Entrust Mixers provide a way for those looking for investment opportunities to network with those who have projects and are looking for funding.

The Client/Guest Mixer also features extremely high-quality education on various aspects of using qualified funds to invest, usually in the form of a presentation by nationally-known expert H. Quincy Long. This month, Quincy will be speaking on"Do Roth Conversions Make Sense? How to Analyze the Roth Conversion Opporunity in 2010".

2010 is now upon us and with the beating that many folks have taken in their retirement accounts over the past few years the Entrust Retirement Services Client/Guest Mixer is one event that you can't afford to miss. And did we mention that is it FREE!

After Quincy's presentation and some Q&A, everyone will be given the opportunity to present any deals or funding requests to the group. You should definitely be at this month's Mixer if any of the following apply to you:

• You have funds that you may want to self-direct or invest
• You are looking for private funding for your project 
• You are interested and want to learn more before getting active 
• You're looking for alternatives to traditional accounts & investments
• You want more flexibility and control over your account

Self directed retirement accounts are not for everyone, but they can be an incredible wealth building tool. And the Entrust Client/Guest Mixer is a great place to rub shoulders with like minded people, as well as get a great education.

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(Holiday Inn Galleria)