Socially Conscious Investing IT IS YOUR MONEY… BE IN CHARGE
You've worked hard to accumulate IRA and 401-k assets... Now find out what it takes to control the benefit of access to your IRA and 401-k assets through direct investing and a simple tax efficient plan.
You decide the level of your workshop participation as you determine the level of control you will exercise over your IRA and 401-k assets.
Session 1:
Designed for those who desire to be informed about direct investing and controlling their assets. This session will provide the information necessary to establish a basis for understanding direct investing.
Session 2:
Designed for those who desire the specific details of what to do to direct invest IRA and 401-k assets. This session will provide you the mechanics for implementing direct invested transactions. * Session one is a prerequisite for admittance to this session.
Session 3:
Make it Happen!
Designed for those who desire to implement and complete the process to direct invest. This session will provide an opportunity to complete all the paperwork necessary to establish a direct invested IRA. The participant will complete the process to enable them to implement direct investment transactions. *Sessions one and two are prerequisites for admittance to this session.