Self-Directed IRAs provide investors the opportunity to select investments in a variety of privately held assets, including real estate, notes and event private companies. The objective of this class is to help our class attendees gain knowledge on their options to invest into Private Entities such as LLC’s, JV’s, LP’s, Private stock, Trusts, and much (more…)

Developing a strategy in order to appropriately save for retirement is a necessary action in today’s world. For the past 30 years, Americans have been following a method to save for retirement that is growing outdated. By attending this free class, you will learn about the almost endless possibilities with self-directed IRAs, as well as (more…)

Though all investments have some element of risk, Private Money Lending is likely one of the most safe, secure and predictable ways to create multiple income streams with your retirement savings. This type of investment strategy is demonstrated when Americans take a loan from the bank to purchase a house or car, for example. Just (more…)

Did you know that there is no income limitation for converting tax deferred funds (Traditional) to tax free funds (Roth)? Despite this current law, there may be income limitations on conversions in the future. Join Quest Trust Company for a presentation on the advantages of this opportunity which can be applied to anyone with a (more…)