May
8
Wed
Denver Monthly Meeting - "Investing Through a Self-Directed IRA" @ PPA Event Center
May 8 @ 5:45 pm – 8:30 pm

May Denver Monthly Meeting - Self Directed IRA Program Rescheduled

Investing through a Self-Directed IRA with New Direction Trust

There are many advantages to investing through a Self-Directed IRA.  But there are also legal and accounting issues to be aware of.  Significant tax savings can result, but only if done properly.

 

Join ICOR as we present Clay Malcolm, Chief Development Officer for New Direction Trust.  Clay oversees most avenues of marketing, teaches Continuing Professional Education and informal classes and webinars, and facilitates the training of our business development and client relations teams. Clay has more than 20 years of management experience in various roles, including as the vice president of Jersey Films and as a director for Princeton Review. Clay draws upon his teaching background – including instructor roles with Colorado Outdoor Training Initiative and Ivy West Education – to develop the educational aspects of New Direction IRA and impart knowledge about self-directed IRAs to its clients and prospective clients. Clay received his Bachelor of Science degree in Communications from Northwestern University.

 

This is a free event for members & first time guests. Subsequent meetings are $25 per individual. 

Agenda:

5:45pm - Registration opens

6:30pm - Sharing Success / Haves & Wants

7:00pm - Main Meeting

8:30pm - End of Main Meeting

All the best and see you there!

The ICOR Team