Kingdom Trust to host ALT Academy in Portland, ME, on October 27
Event to spotlight alternative investing with a Self-Directed IRA, prohibited transactions and more
Kingdom Trust, a leader in Self-Directed IRA and alternative asset custody solutions, announces an upcoming ALT Academy event. The event will be held on October 27, 2016, in Portland, ME.
The ALT Academy series highlights alternative (or “alt”) investing and alternative options to traditional fund and asset custody.
The event will be held at Bruno’s Restaurant in Portland from 9:00 a.m.-12:00 p.m., with a sponsored lunch to follow. Attendees may arrive early at 8:30 a.m. for coffee and muffins. There will also be time before and after the event to speak with presenters about alternative asset investing and custody options.
The ALT learning sessions will provide opportunities for professionals to discover new ways to differentiate and grow business and add value for clients. Developers and businesses can discover ways to attract investors and raise capital, and for investors to discover new ways to use retirement funds to invest outside the traditional stock market. Session segments will include an overview of Self-Directed IRAs (IRS regulations, permitted investments, motivating factors, leveraging an IRA to buy real estate, private lending via an IRA, and more). Segments also include prohibited transactions, disqualified persons, self-dealing, and plan asset rules. Sessions will also include real case scenarios and Self-Directed IRA testimonials.
Presenters at the event include Laurie Bachelder of Freedom Wealth Advisors and Tim Kuhman and Tara Bogard of Kingdom Trust.