News & Events

Self-Directed Retirement Account Symposium

Don't miss your chance to meet with three of the most well respected authorities on self-directed retirement accounts:

Hugh Bromma is the founder and CEO of The Entrust Group.  Mr. Bromma has had a long and distinguished career in banking, M&As, and real estate.  He is frequent guest on CNBC, Bloomberg, MarketWatch, and other financial programs.  He also contributes to The Wall Street Journal, Forbes and many other professional publications.  He is the expert in self-directed retirement plans.

Dyches Boddiford has been a real estate investor since 1980.  In 1988 he formed The Oaks Group, Inc. to handle real estate related investment activities and since 1991 has devoted full time to making his company grow.  He speaks from experience in owning apartments, single family homes, mobile homes and making mortgage loans.  He is also the expert in the IRA LLC. 

H. Quincy Long is President of Entrust Retirement Services, Inc., a self-directed IRA third party administrator with offices in Houston and Dallas, Texas, and Austin coming in mid-2010. Quincy is also the author of numerous articles on self-directed IRAs and other real estate related topics, as well as co-author of the book, along with Dyches Boddiford and George Yeiter CPA, "Real Estate Investment Using Self-Directed IRAs and Other Retirement Plans " 

This workshop will show the investor or professional how to take self-direction of IRAs and 401(k) accounts to the next level.  This workshop has been designed for the savvy investor that wants to accumulate wealth and professionals that want to grow their business through self-directed retirement plans. 

The workshop will provide in-depth analysis of the self directed IRA, IRS rules and regulations, as well as allowed and prohibited transactions all through case studies and examples.  This is an advanced class.  A basics IRA class is recommended. 

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Registration: (included with registration: parking direclty under building, continental breakfast and afternoon snack)

Early bird registrations: $65: ends 2/19/2010

Regular Price registrations:  $99: ends 3/5/2010

Late Registration:     $149     3/6/2010 - 3/12/2010      

(B2B marketing relationships available for a limited time only)

For registration details:  800.320.5950 or rkimura@entrusttexas.com

***Special pricing for hotels rooms ($129/night) at Sheraton Downtown Dallas 214.922.8000 (Code: Entrust)