Below is a list of upcoming events, industry conferences, association meetings, deadlines, and webcasts that may be of interest to our clients.
January 1 | New Year’s Day – the Preferred Trust office will be closed.
January 11 | The January 2019 edition of the Preferred Trust Company Newsletter was sent out to clients on Friday, January 11th. Check your email for your copy.
January 21 | Martin Luther King Jr. Day – the Preferred Trust office will be closed.
January 31 |
Set-up automatic IRA contributions for 2019.
You have until the tax filing deadline | April 15, 2019—to make a 2018 contribution.
February 1-2 | Preferred Trust Company will be at the Intermountain Real Estate Investment Summit in Provo, Utah. Click here for more details.
February 18 | President’s Day – The Preferred Trust office will be closed.
March 25-27 | RITA Conference – Advance your knowledge of Self-Directed IRAs!
Join RITA in Washington, D.C. for a jam-packed educational conference.
RITA’s Conference not only provides a unique networking opportunity, but delivers the knowledge and tools to help retirement industry professionals successfully navigate the challenges, issues and opportunities of the rapidly growing alternative investments industry.
April 11 – 13 | Paper Source Note Symposium. Discover how to find, buy and broker real estate notes — performing and non-performing — and under the radar cash flows. Network with the best of the best — make friends that could profit you for a lifetime. Learn how to create multiple streams of income. Meet the investors, servicers, IRA experts and more. Complimentary personal consultations with the experts. Cocktail receptions, white tablecloth luncheons, continental breakfasts — all included. Preferred Trust will be conducting a round table discussion and a panel discussion. Stop by our booth and say hello.
March 15 – April 15 | PTC Special!
For any new Self-Directed IRA Account opened from March 15th to April 15th we will waive the Establishment and First Year Administration fees!
April 15 | Tax filing deadline— and deadline to to make a 2018 contribution to your IRA.
May 12th | Mother’s Day
May 27 | Memorial Day – the Preferred Trust office will be closed as we remember and the men and women who died while serving in the U.S. military and honor their sacrifice.
May 29 | Happy Birthday Preferred Trust Company! Today Preferred Trust marks twelve years as licensed Custodian. To celebrate we have a special offer for new Self-Directed IRA accounts opened from May 27th to May 31st. 2019. We will waive the Establishment and First Year Administration fees.
June 14th | Flag Day
June 16th | Father’s Day
June 21st | First Day of Summer
July 4th | Independence Day – the Preferred Trust Company office will be closed.