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1. The New Appeal of Small Business Retirement Plans Justin J. Spraker Financial Advisor 9/12/2009 Financial planning services and investments offered through Ameriprise…

Business Demystifying Planned Giving, Part I. Presented to the Rabbinical Assembly.

1. DemystifyingPlanned Giving Rabbinical Assembly Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors, LLC January 27, 2010 2. Where We’re Headed •What…

Documents OLA 968 T 1008 A Look at IRAs Beyond Retirement Consumer Seminar.

Slide 1OLA 968 T 1008 A Look at IRAs Beyond Retirement Consumer Seminar Slide 2 1 This material was not intended or written to be used, and cannot be used, to avoid penalties…

Economy & Finance Self Directed IRA Basics (MS Powerpoint)

1. Self Directed IRA Plan Basics by Safeguard Financial www.IRA123.com 2. What is a Self Directed IRA A Self Directed IRA is commonly referred to as aCheckbook IRA .Money…

Business Private lending 5-2-11-simplified

1. Private Lending Secured Hassle-Free Superior Yields 2. Too Good To Be True? No! To borrow money from“hard money” lenders, we have to pay 12.5% interest 3.5 points…

Documents © 2004-05 Tradewinds Realty Partners, LLC Today’s Agenda What Is Private Mortgage Lending?...

Todayâs Agenda What Is Private Mortgage Lending? Whatâs In It For You? Why Are We Doing This? Note: Please hold your questions for (2) reasons: 1) Iâll probably answer…

Documents Tune Up & Supercharge Your IRA © 2015 Herb Farrington, EA, CFP ® Cell: (714) 904-5825...

Tune Up & Supercharge Your IRA© 2015 Herb Farrington, EA, CFP® Cell: (714) 904-5825 [email protected] This presentation is for educational purposes only; it is not…

Documents elping Clients In Retirement Years

Slide 1 elping Clients In Retirement Years Financial Planning Association â Dallas Chapter November 12, 2013 Dr. Jeffrey W. Steed, MBA Senior Director of Gift Planning The…

Documents Celebration news 11 15 2013

THIS SUNDAY: ONE FAMILY - ONE VISION: One Generous Hope Weekly Scripture: Hebrews 11 Hebrews 12:1-3 Joshua 3:6 Classic Worship 8:20 am Spirited Traditional Worship 11:00…