December 13th Lunch and Learn

You’re invited to attend the Dec.13 installment of our monthly financial education series.

Frost Bank Tower
401 Congress Avenue 11th Floor Conference Room
11:30AM – 1:30PM
Lunch Provided
Please RSVP
Seating is Limited

This month’s topic will be on how to take control of your retirement funds;
how to set up new self-directed retirement accounts;
how to rollover your dormant 401K Plan;
learn the tax impact of each type of retirement account;

If you are tired of receiving near flat-line statements from your fund manager then come and learn how you can take control of your future and manage your own retirement plans with ease and confidence. If you are a real estate investor, come discover how to use tax-free money from your IRA to finance real estate investment projects.

Our guest speaker is Ryan Schneider of Self-Directed IRA Services. He will speak about how to set up and manage self-directed retirement accounts through which you can invest in anything from real estate to precious metals; and in some cases earn tax free income!

Ryan is Vice President of Business Development at Self Directed IRA Services, Inc., a nationwide provider of individually-directed retirement services. Over the past decade, Mr. Schneider has assisted thousands of investors and investment sponsors with their self directed IRA needs. Prior to joining Self Directed IRA Services, Inc., Mr. Schneider worked as a National Sales Representative at Sterling Trust. In his 7 years with Sterling Trust, Mr. Schneider was an integral part of the largest period of growth in company history.

Mr. Schneider graduated cum laude with a BBA in Marketing from Texas Tech University.

We look forward to seeing you at this Lunch and Learn!

Our next Lunch and Learn will be Janaury 17, 2013. Our guest speaker will be Robert J Buchanan who will speak on how to use private lenders with acquiring, rehabbing or constructing real estate projects.