Colorado Springs Monthly Meeting | "Investing through a Self-Directed IRA"

When:
March 12, 2019 @ 5:45 pm – 8:30 pm
2019-03-12T17:45:00-06:00
2019-03-12T20:30:00-06:00
Where:
Hyatt Place
503 W Garden of the Gods Rd
Colorado Springs, CO 80907
USA
Cost:
Meeting is free to members and first time guests; subsequent meetings are $25 per individual
Contact:
Jim Clark
970-682-4267

Join us for ICOR's Colorado Springs Monthly Meeting!

"Investing through a Self-Directed IRA"

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.

 

___

Great education and speakers, networking with other investors (this is a team sport everyone!), and delicious catering! This is a free event for members & first-time guests. Subsequent meetings are $25 per individual. Come early (5:45 pm) to get a jump start on networking and tasty food, then join us for ICOR After Hours in a casual networking environment.

 

Agenda:

5:45pm - Registration opens

6:30 pm - Sharing Success / Haves & Wants

7:00 pm - Main Meeting

8:30 pm - End of Main Meeting

8:31 pm - Join us for ICOR After Hours following the main meeting - the best place to find a deal!

All the best and see you there!

The ICOR Team