FRIDAY
SEPTEMBER 12, 2024
10:00am PST / 1:00pm EST
How Self-Directed IRAs and Investing in Real Estate Boosts Your Retirement Strategy
WEBINAR:
"Self-directed IRAs are a powerful tool for retirement that most Americans have not been exposed to. They have huge advantages that most financial advisors don’t talk about. We’re here to help you use that tool so that you can live the life you want in your retirement years."
- Christina Trembly
Director of Operations,
Preferred Trust Company
Investing the Preferred Trust Way
Here's what we'll cover in our upcoming webinar:
Learn about the advantages of investing in real estate, boosting and diversifying your personal portfolio
Learn how Connect Invest Short Notes are structured and what type of real estate projects they partially fund
Real Estate Investing with a SDIRA
How Short Notes Work
Benefits of a Self-Directed IRA
Know the multitude of benefits a SDIRA account provides, including diversification, asset protection, tax advantages
Recognize the wide range of investment options a SDIRA provides, allowing for a more personalized, diversified portfolio
Why Self-Direct Your IRA
Discover how to open a self-directed retirement account, or learn how to schedule a consultation with client service representatives
Getting Started with Preferred Trust
Christina Trembly
Chris Trembly joined Preferred Trust in November of 2010 and is responsible for the oversight of all aspects of the Company’s daily operations including transaction processing, accounting, sales, and client relations. She also serves as the Company Compliance Officer ensuring the company adheres to all federal and state laws, IRS codes, treasury regulations, and banking policies. Chris is a member of the Retirement Industry Trust Association and is a Certified Self-directed IRA Professional. Ms. Trembly earned a Bachelor of Science Degree in Education from the University of New Mexico.
Director of Operations
Mason Weiler
Mason Weiler, an Iowa native, serves as the Director of Operations at Connect Invest, leveraging three years of real estate experience. Mason oversees system development, loan management, and refining company policy and procedures at Connect Invest. Additionally, Mason is actively involved in managing multiple rental properties. Mason holds a Bachelor of Science in Engineering Management with a focus in Business Data Analytics from Arizona State University.
Director of Operations
Webinar Speakers
+1 866-795-7558
help@connectinvest.com
6700 Via Austi Pkwy., Suite E
Las Vegas, NV 89119
