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Self-Direction 101: A Beginner's Guide to Financial Freedom |
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| Description: | Introductory concepts include an explanation of what self-direction is and what its benefits are, types of accounts that you can self-direct, type of investments and assets that you can purchase with a self-directed retirement plan, and a general overview of IRS rules and regulations Jeff Smith - EntrustCAMA Jeff joined EntrustCAMA in 2008. Jeff is a graduate of Drexel University's Lebow College of Business with a Bachelor of Science in Business Administration concentrating in Entrepreneurial Studies. At EntrustCAMA, he is responsible for new accounts, transfers, inside sales and marketing and customer service. Jeff has acquired extensive knowledge of self-directed retirement plans during his tenure with EntrustCAMA, and he is a valuable resource to anyone looking to begin taking control of your financial future. |
| Host: | |
| Sponsor: | Jeff Smith - EntrustCAMA |
| Date: | 03-15-2010 |
| Start Time: | 9:00:AM |
| Completion Time: | 10:00:AM |
| Location: | CAMA Academy - EntrustCAMA Office, 5 Valley Square, Suite 103, 512 E. Township Line Road Blue Bell, PA 19422 |
| Contact Name: | Jeff Smith |
| Contact Phone: | 215.283.2868 |
| Contact Email: | jsmith@entrustcama.com |
| Event Type: | Workshop |
| Audience: | General Public, Current Clients,General Investors,Beginner Level Investors, |
| CE Credit: | 0 |
| Fee: | $ 0.00 |
| Open To Public?: | Yes |
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