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Self-Directed IRA Calendar of Events - Retirement Planning & Self-Directed IRA Education

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Welcome to our events page.
New Direction IRA is proud to present a variety of Self Directed IRA education to both clients and potential clients.
Feel free to sign up for our newsletter and automatically receive notifications about upcoming events.
 

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IRA Education

Pine Financial's Northern Colorado Investor Happy Hour
Date & Time: July 1, 2014 @ - 6:00 p.m. - 8:00 p.m. MDT

You will get a chance to get to know other successful investors in the Northern Colorado area. We are focusing on a laid back approach to networking, over drinks! If you have a good deal to sell or want to buy something be sure to bring that info and you can share it with the group. Hosted by Pine Financial Group.

Host: Pine Financial Group
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Webinar: Investing for Retirement – Going Beyond the Stock Market
Date & Time: July 2, 2014 11:00 am. - 12:00 p.m. MDT

This free introductory webinar offers investors a broad look into the flexibility of self directed account and investing into alterative assets with New Direction IRA. Designed to provide inspiration for those just starting the process, topics include:

• Real Estate and Raw Land
• Oil and Gas, Green Investments and Mineral Rights
• Trees
• Foreign Currency
• Precious Metals
• Private Lending
• Private Equity and Private Stocks
• Public Stocks and Bonds

Attend this class and take control of your financial future.

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location: Online

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IRA Education

IRROC Monthly Meeting
Date & Time: July 3, 2014 - 6:00 p.m. - 8:00 p.m. MDT

At Investors Realty Resource Of Colorado (IRROC), we strive to provide a place for serious real estate investors to Network, Learn and Invest with other serious real estate investors. "Serious" does not have to mean experienced. Whether you are a seasoned investor or just getting started, you will find IRROC is a great place to get plugged into a community filled with active investors looking to build wealth through real estate investments. Our mission is simple-we support quality real estate education, wholesale investment opportunities and a true networking environment without all the fluff or big sales pitch.

Host: IRROC
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Investment Community of the Rockies - ICOR Denver Monthly Meeting
Date & Time: July 9, 2014 - 6:00 p.m. -9:00 p.m. MDT

At our monthly meetings we host panels, roundtables, and guest speakers who are experts in their fields, providing insightful and current information for attendees. In addition, ICOR meetings are an essential tool to assist with building a comprehensive team for individual investors. ICOR strives to provide its members with the latest, up-to-date information on investing. ICOR has built relationships with some of the top professionals in the industry who provide our members with information crucial to being successful in today’s world. We are a one-stop-shop of resourceful information for the novice to the experienced Real Estate Investor. Monthly meetings are a wonderful opportunity to network and build relationships with other like-minded people.

 

Host: ICOR
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Real Estate Workshop - Attend in Person – New Direction IRA, Louisville, CO
Date & Time: July 10, 2014 from 8:30 AM to 9:30 AM MDT

Join us at the New Direction office to learn about investing in Real Estate using a self-directed IRA. We will cover the basics of Real Estate investing, IRS rules of self-dealing, proper titling, and do's and don'ts. This workshop offers an informal environment for asking questions. You are also welcome to bring paperwork in for personal help.

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Duration : 1 hour
Location:1070 W Century Dr. Ste 101, Louisville, CO 80027

 

This is NOT an online presentation.


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IRA Education

Investment Community of the Rockies - ICOR North Monthly Meeting
Date & Time: July 10, 2014 - 6:00 p.m. -9:00 p.m. MDT

At our monthly meetings we host panels, roundtables, and guest speakers who are experts in their fields, providing insightful and current information for attendees. In addition, ICOR meetings are an essential tool to assist with building a comprehensive team for individual investors. ICOR strives to provide its members with the latest, up-to-date information on investing. ICOR has built relationships with some of the top professionals in the industry who provide our members with information crucial to being successful in today’s world. We are a one-stop-shop of resourceful information for the novice to the experienced Real Estate Investor. Monthly meetings are a wonderful opportunity to network and build relationships with other like-minded people.

Host: ICOR
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Investments for Self-Directed IRAs
Date & Time: July 11, 2014 - 8:30 p.m. - 12:00 p.m. MDT

The participant will learn how to advise clients on taking charge of their retirement plans. This program explores the overlooked truths buried in §§ 408 and 401, Individual Retirement Arrangements (IRAs) and § 401(k) plans. The participant will learn that securities are only a small part of what is available for investment, and that non-traditional investments such as real estate, mortgages, private placements, and precious metals are all possible and legal.

Author/Instructor:
William W. Humphrey, CPA, co-founder and CEO of New Direction IRA, Inc., is recognized as an expert in self-directed IRAs, HSAs, and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments. An experienced CPA, he has focused on income tax, auditing, tax-related real estate issues, and forensic accounting for more than 20 years. He received his bachelor's degree in business from the University of North Carolina, Chapel Hill, and has done graduate study in finance, accounting, and economics at the University of Colorado, Boulder.

Host: CPE4U Colorado
Fee: Free
Open to Public: Yes
Location: 4380 S Syracuse St. Ste 110, Denver, CO 80237

Click here to register
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IRA Education

Investments for Self-Directed IRAs (Advanced)
Date & Time: July 11, 2014 - 1:00 p.m. - 4:30 p.m. MDT

This program will take the self-direction of IRAs and § 401(k) accounts to the next level by ­providing in-depth analysis of court cases and IRS advisory opinions, abusive Roth transactions, and UBIT calculation and mitigation. The class will help participants advise clients how to get more out of their IRA accounts.

Author/Instructor:
William W. Humphrey, CPA, co-founder and CEO of New Direction IRA, Inc., is recognized as an expert in self-directed IRAs, HSAs, and other tax-advantaged accounts, as well as the IRS codes pertaining to these investments. An experienced CPA, he has focused on income tax, auditing, tax-related real estate issues, and forensic accounting for more than 20 years. He received his bachelor's degree in business from the University of North Carolina, Chapel Hill, and has done graduate study in finance, accounting, and economics at the University of Colorado, Boulder.

Host: CPE4U Colorado
Fee: Free
Open to Public: Yes
Location: 4380 S Syracuse St. Ste 110, Denver, CO 80237

Click here to register
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IRA Education

Webinar: Creating Returns with Alternative Assets
Date & Time: July 15, 2014 - 1:00 p.m. -2:00 p.m. MDT

This free online seminar discusses the self-directed IRA and how you can utilize your own expertise based on your personal experiences to invest your retirement funds into alternative assets. Attend this webinar and discover how to take your retirement into a new direction!

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location: Online

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IRA Education

Pine Denver Real Estate Investor's Happy Hour Monthly Meetup
Date & Time: July 15, 2014 - 6:00 p.m. MDT

You will get a chance to get to know other successful investors in the Northern Colorado area. We are focusing on a laid back approach to networking, over drinks! If you have a good deal to sell or want to buy something be sure to bring that info and you can share it with the group. Hosted by Pine Financial Group.

Host: Pine Financial Group
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Webinar: Tips for Addressing your Investment Fears
Date & Time: July 23, 2014 - 11:00 a.m. - 12:00 p.m. MDT

While there is no such thing as risk-free investments, up front investigation and due diligence can help potential investors uncover and minimize their risks. Are you researching your IRA investment opportunities as thoroughly as you should be? Topics include:

• What is investment due diligence and who performs it?
• Due Diligence options for the different investment types

Join us to learn valuable techniques for researching the investment before you buy!

 

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location: Online

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IRA Education

Monthly CAREI Meeting
Date & Time: July 23, 2014 - 6:30 p.m. - 8:30 p.m. MDT

The majority of investors are unaware that IRAs can directly invest in real estate.

Join us for an eye-opening introduction into the world of self-directed IRAs. We'll learn how your IRA (or HSA) can participate in real estate assets and the rules associated with that participation.

We will discuss the types of real estate that are available to these accounts as well as how an IRA can invest without having the full purchase price of a property.

Clay Malcolm, Director of Business Development for New Direction IRA, will be the host for this informative presentation.

Host: CAREI
Fee: Free (members)
Open to Public: Yes
Location: The Hampton Inn in Grand Junction

Click here to register
IRA education
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IRA Education

Precious Metals Workshop - Attend in Person
Date & Time: July 24, 2014 from 8:30 AM to 9:30 AM MDT

Join us at the New Direction office to learn about investing in Gold, Silver, and other precious metals using a self-directed IRA. We will cover the basics of Precious Metals investing, prohibited transactions, and do’s and don’ts. This workshop offers an informal environment for asking questions. You are also welcome to bring paperwork in for help.

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location:1070 W Century Dr. Ste 101, Louisville, CO 80027

This is NOT an online presentation.

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IRA Education

Webinar: Protecting Yourself from Investment Scams
Date & Time: July 30, 2014 11:00 am. 12:00 p.m. MDT

While risk-free retirement investments do not exist, upfront investigation can help investors uncover and minimize investment risks. Are you investigating your self-directed IRA investment opportunities as thoroughly as you should? Attend this webinar to learn valuable techniques for analyzing investments before you buy. Topics covered will include:

• What is investment due diligence and who performs it?
• Due diligence checklists and resources by investment type
• Notable schemes to watch out for
• Determining which investments are good

 

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location: Online

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IRA Education

5th Annual Innovative Alternative Investment Strategies
Date & Time: July 31, 2014 - 10:50 am – 11:40 am

Achieving Tax Efficiency With Alternatives
This panel will address how advisors can use tax efficient alternative strategies to generate high levels of tax-free income while maximizing after-tax return and remaining neutral to changes in interest rates. These strategies may also offer significant diversification benefits.

MODERATOR: Bill Humphrey (Co-founder and CEO), New Direction IRA

Click here to register
IRA education
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IRA Education

Pine Financial's Northern Colorado Investor Happy Hour
Date & Time: August 5, 2014 @ - 6:00 p.m. - 8:00 p.m. MDT

You will get a chance to get to know other successful investors in the Northern Colorado area. We are focusing on a laid back approach to networking, over drinks! If you have a good deal to sell or want to buy something be sure to bring that info and you can share it with the group. Hosted by Pine Financial Group.

Host: Pine Financial Group
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Webinar: Real Estate Investments in Your IRA? - Key Concepts
Date & Time: August 6, 2014 11:00 am. - 12:00 p.m. MDT

Most people, are unaware that IRAs, HSAs and Individual (k)s can directly invest into real estate. In this interactive and comprehensive webinar, you will learn how qualified retirement plans can participate in real estate and the rules associated with that participation. We will also discuss the types of real estate assets that are available to these diverse accounts as well as how an investment can be made without having the full purchase price on hand. Join us for an eye-opening introduction to the world of self-directed IRAs and retirement plans and their possible endeavors into real estate

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location: Online

self directed IRA education
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IRA Education

IRROC Monthly Meeting
Date & Time: August 7, 2014 - 6:00 p.m. - 8:00 p.m. MDT

At Investors Realty Resource Of Colorado (IRROC), we strive to provide a place for serious real estate investors to Network, Learn and Invest with other serious real estate investors. "Serious" does not have to mean experienced. Whether you are a seasoned investor or just getting started, you will find IRROC is a great place to get plugged into a community filled with active investors looking to build wealth through real estate investments. Our mission is simple-we support quality real estate education, wholesale investment opportunities and a true networking environment without all the fluff or big sales pitch.

Host: IRROC
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Real Estate - Continuing Education for Real Estate Professionals (2 CE Credits)

Investments for Self Directed IRA's
Denver Metro Association North office
Date & Time: August 13, 2014 - 9:00 a.m. -11:00 a.m. MDT

  • Applicable IRS code sections
  • Prohibited Transactions & Disqualified persons
  • What is Self-direction?
  • Debt financed real estate in IRA/Qualified plans
  • Case Studies
  • Avoiding Prohibited Transactions
  • Over-funding IRA/QP
  • UBIT – Unrelated Business Income Tax
  • Plan types – what can be self-directed

Host: Denver Metro Association
Presenter: Clay Malcolm
Credits: 2 CE Credits
Fee: $10
Open to Public: Yes
Location: 13648 Orchard Pkwy #900, Westminster, CO 80023

Click here to register
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IRA Education

Investment Community of the Rockies - ICOR Denver Monthly Meeting
Date & Time: August 13, 2014 - 6:00 p.m. -9:00 p.m. MDT

At our monthly meetings we host panels, roundtables, and guest speakers who are experts in their fields, providing insightful and current information for attendees. In addition, ICOR meetings are an essential tool to assist with building a comprehensive team for individual investors. ICOR strives to provide its members with the latest, up-to-date information on investing. ICOR has built relationships with some of the top professionals in the industry who provide our members with information crucial to being successful in today’s world. We are a one-stop-shop of resourceful information for the novice to the experienced Real Estate Investor. Monthly meetings are a wonderful opportunity to network and build relationships with other like-minded people.

 

Host: ICOR
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Real Estate Workshop - Attend in Person – New Direction IRA, Louisville, CO
Date & Time: August 14, 2014 from 8:30 AM to 9:30 AM MDT

Join us at the New Direction office to learn about investing in Real Estate using a self-directed IRA. We will cover the basics of Real Estate investing, and common do's and don'ts. This workshop offers an informal environment for asking questions. You are also welcome to bring your paperwork in for personal help with account forms.

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Duration : 1 hour
Location:1070 W Century Dr. Ste 101, Louisville, CO 80027

 

This is NOT an online presentation.


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IRA Education

Investment Community of the Rockies - ICOR North Monthly Meeting
Date & Time: August 14, 2014 - 6:00 p.m. -9:00 p.m. MDT

At our monthly meetings we host panels, roundtables, and guest speakers who are experts in their fields, providing insightful and current information for attendees. In addition, ICOR meetings are an essential tool to assist with building a comprehensive team for individual investors. ICOR strives to provide its members with the latest, up-to-date information on investing. ICOR has built relationships with some of the top professionals in the industry who provide our members with information crucial to being successful in today’s world. We are a one-stop-shop of resourceful information for the novice to the experienced Real Estate Investor. Monthly meetings are a wonderful opportunity to network and build relationships with other like-minded people.

 

Host: ICOR
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Webinar: Creating Returns with Alternative Assets
Date & Time: August 19, 2014 - 1:00 p.m. -2:00 p.m. MDT

This free online seminar discusses the self-directed IRA and how you can utilize your own expertise based on your personal experiences to invest your retirement funds into alternative assets. Attend this webinar and discover how to take your retirement into a new direction!

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location: Online

self directed IRA education
Self Directed Webinar
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IRA Education

Pine Denver Real Estate Investor's Happy Hour Monthly Meetup
Date & Time: August 19, 2014 - 6:00 p.m. MDT

You will get a chance to get to know other successful investors in the Northern Colorado area. We are focusing on a laid back approach to networking, over drinks! If you have a good deal to sell or want to buy something be sure to bring that info and you can share it with the group.

 

Host: Pine Financial Group
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Introduction To Distressed Mortgage Note Investing
Date & Time: August 20, 2014 - 6:00 p.m. MDT

In this Webinar Rob Napolitano and Todd Royer of Dream Capital (www.dreamcapitalmanagement) will outline the basics of Distressed Real Estate Note investing. They will be talking about the debt side of the real estate marketplace otherwise known as mortgage note investments or trust deed investments.

Rob and Todd will introduce investment strategies for profiting by purchasing discounted, distressed mortgage notes. You will learn how distressed note investing can be profitable and how it can be a powerful tool to heal the American real estate marketplace. Rob and Todd will show you how to get started and where there are profitable investment opportunities.

New Direction IRA Director of Business Development will be on the webinar giving a brief description of how the funds in your IRA or HSA can be used to invest in this type of asset.

Join this informative and fast-paced webinar and bring your questions.

Host: Dream Capital
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

San Jose Real Estate EXPO
Date & Time: August 23-24, 2014 - Starts at 6:00 p.m.
Date & Time: August 24, 2014 - 9:45 a.m. - Presentation by Bill Humphrey

New Direction IRA will be giving a live presentation at this event! Most investors are unaware of how IRAs can be active in real estate deals. Attendees will learn how use their own expertise to increase their retirement portfolio. They will also discover how to use other people’s IRAs as a funding source for their personal deals. This fast-paced presentation covers IRA basic orientation, self-directed IRA procedures and rules, and detailed information related to investing in real estate using retirement plans. Be prepared to expand the way you think about your retirement funds and feel free to bring questions.

Join us on Saturday August 23, 2014 at 9:45 am for New Direction IRA presentation by Bill Humphrey – Co-founder and CEO.

Host: Realty411
Open to Public: Yes
Location:DoubleTree by Hilton Hotel, 2050 Gateway Place, San Jose, CA 95110

Click here to register
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IRA Education

Investing in Precious Metals with your IRA
Date & Time: August 27, 2014 11:00 am. 12:00 p.m. MDT

Have you considered investing your retirement into actual, physical metals. This comprehensive webinar will discuss how you can secure your retirement plan wealth with diversification, and financial professionals agree that asset diversification is the key to success, into the metals realm. Your IRA can own gold, silver, platinum and palladium and help secure your retirement goals, and precious metals investing is one of the fastest growing retirement assets nationwide. Topics discussed will include:

  • Purchase Process
  • Depository Storage
  • What Types of Accounts Can Invest

Join us to learn how to add physical metals to your retirement asset portfolio while securing your financial future!

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location: Online

self directed IRA education
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IRA Education

CAREI - Monthly Meeting
Date & Time: August 27, 2014 - 6:00 p.m. - 8:30 p.m. MDT

The Colorado Association of Real Estate Investors was formed in 1994 as a networking and educational group for people interested in using real estate as a vehicle for creating short or long-term wealth.

We currently have more than 1,500 members from all over Colorado. We welcome people from all professions and occupations, full-time or part-time, beginner or experienced. Our focus is on how to acquire, rent, and or sell residential or commercial real estate at a substantial discount or using creative financing.

 

Host: CAREI
Fee: Free
Open to Public: Yes
Location: The Hampton Inn in Grand Junction

Click here to register
IRA education
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IRA Education

Precious Metals Workshop - Attend in Person
Date & Time: August 28, 2014 from 8:30 AM to 9:30 AM MDT

Join us at the New Direction office to learn about investing in Gold, Silver, and other precious metals using a self-directed IRA. We will cover the basics of Precious Metals investing, prohibited transactions, and do’s and don’ts. This workshop offers an informal environment for asking questions. You are also welcome to bring paperwork in for help.

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location:1070 W Century Dr. Ste 101, Louisville, CO 80027

This is NOT an online presentation.

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IRA Education

Pine Financial's Northern Colorado Investor Happy Hour
Date & Time: September 2, 2014 @ - 6:00 p.m. - 8:00 p.m. MDT

You will get a chance to get to know other successful investors in the Northern Colorado area. We are focusing on a laid back approach to networking, over drinks! If you have a good deal to sell or want to buy something be sure to bring that info and you can share it with the group. Hosted by Pine Financial Group.

Host: Pine Financial Group
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Webinar: Private Lending with your IRA
Date & Time: September 3, 2014 11:00 am. - 12:00 p.m. MDT

This friendly, live event will cover the basics of your IRA, HSA or Individual (k) being utilized as an investment bank via secured or unsecured notes. It will also cover potential disqualified persons, IRS rules and possible security documents to consider before investing. This presentation is perfect for those who are considering hard money lending as an alternative retirement plan asset and have an interest in the basics before deciding if this asset is in line with their investment goals. Join us and learn how helping others can help grow your retirement!

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location: Online

self directed IRA education
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IRA Education

Investors Realty Resource Of Colorado (IRROC) - Monthly Meeting
Date & Time: September 4, 2014 - 6:00 p.m. - 8:00 p.m. MDT

At Investors Realty Resource Of Colorado (IRROC), we strive to provide a place for serious real estate investors to Network, Learn and Invest with other serious real estate investors. "Serious" does not have to mean experienced. Whether you are a seasoned investor or just getting started, you will find IRROC is a great place to get plugged into a community filled with active investors looking to build wealth through real estate investments. Our mission is simple-we support quality real estate education, wholesale investment opportunities and a true networking environment without all the fluff or big sales pitch.

Host: IRROC
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Investment Community of the Rockies - ICOR Denver Monthly Meeting
Date & Time: September 10, 2014 - 6:00 p.m. -9:00 p.m. MDT

At our monthly meetings we host panels, roundtables, and guest speakers who are experts in their fields, providing insightful and current information for attendees. In addition, ICOR meetings are an essential tool to assist with building a comprehensive team for individual investors. ICOR strives to provide its members with the latest, up-to-date information on investing. ICOR has built relationships with some of the top professionals in the industry who provide our members with information crucial to being successful in today’s world. We are a one-stop-shop of resourceful information for the novice to the experienced Real Estate Investor. Monthly meetings are a wonderful opportunity to network and build relationships with other like-minded people.

 

Host: ICOR
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Real Estate Workshop - Live Event! - Attend in Person
Date & Time: September 11, 2014 from 8:30 AM to 9:30 AM MDT

Join us at the New Direction office in Louisville, CO to learn about Real Estate investing using retirement plans. We will be covering the basics of Real Estate investing, the IRS rules regarding self-dealing and disqualified persons, proper titling as well as general do’s and don’ts. This even is an informal environment and we welcome questions.

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Duration : 1 hour
Location:1070 W Century Dr. Ste 101, Louisville, CO 80027

 

This is NOT an online presentation.


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IRA Education

Investment Community of the Rockies - ICOR North Monthly Meeting
Date & Time: September 11, 2014 - 6:00 p.m. -9:00 p.m. MDT

At our monthly meetings we host panels, roundtables, and guest speakers who are experts in their fields, providing insightful and current information for attendees. In addition, ICOR meetings are an essential tool to assist with building a comprehensive team for individual investors. ICOR strives to provide its members with the latest, up-to-date information on investing. ICOR has built relationships with some of the top professionals in the industry who provide our members with information crucial to being successful in today’s world. We are a one-stop-shop of resourceful information for the novice to the experienced Real Estate Investor. Monthly meetings are a wonderful opportunity to network and build relationships with other like-minded people.

 

Host: ICOR
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Real Estate Workshop - Live Event! - Attend in Person
Date & Time: September 16, 2014 from 1:00 PM to 2:00 PM MDT

Most people, are unaware that IRAs, HSAs and Individual (k)s can directly invest into real estate. In this interactive and comprehensive webinar, you will learn how qualified retirement plans can participate in real estate and the rules associated with that participation. We will also discuss the types of real estate assets that are available to these diverse accounts as well as how an investment can be made without having the full purchase price on hand. Join us for an eye-opening introduction to the world of self-directed IRAs and retirement plans and their possible endeavors into real estate!

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Duration : 1 hour
Location:1070 W Century Dr. Ste 101, Louisville, CO 80027

 

This is NOT an online presentation.


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IRA Education

Pine Denver Real Estate Investor's Happy Hour Monthly Meetup
Date & Time: September 16, 2014 - 6:00 p.m. MDT

You will get a chance to get to know other successful investors in the Northern Colorado area. We are focusing on a laid back approach to networking, over drinks! If you have a good deal to sell or want to buy something be sure to bring that info and you can share it with the group.

 

Host: Pine Financial Group
Fee: Free
Open to Public: Yes

Click here to register
IRA education
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IRA Education

Webinar - Tips for Addressing your Investment Fears
Date & Time: September 24, 2014 from 11:00 AM to 12:00 PM MDT

While there is no such thing as risk-free investments, up front investigation and due diligence can help potential investors uncover and minimize their risks. Are you researching your IRA investment opportunities as thoroughly as you should be? Topics include:
• What is investment due diligence and who performs it?
• Due Diligence options for the different investment types
Join us to learn valuable techniques for researching the investment before you buy!

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Duration : 1 hour

 


self directed IRA education
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IRA Education

Precious Metals Workshop - Live Event! - Attend in Person
Date & Time: September 25, 2014 from 8:30 AM to 9:30 AM MDT

Join us at the New Direction office to learn about investing in Gold, Silver, and other precious metals using a self-directed IRA. We will cover the basics of Precious Metals investing, prohibited transactions, and do’s and don’ts. This workshop offers an informal environment for asking questions. You are also welcome to bring paperwork in for help.

Host: New Direction IRA
Fee: Free
Open to Public: Yes
Location:1070 W Century Dr. Ste 101, Louisville, CO 80027

This is NOT an online presentation.

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