Below is a list of upcoming events, industry conferences, association meetings, deadlines, and webcasts that may be of interest to our clients.

January 2018

January 1 – New Year’s Day – the Preferred Trust office will be closed.

January 12 – Preferred Trust Company Newsletter sent out to clients. Check your email for your copy.

January 15 – Martin Luther King Jr. Day – The Preferred Trust office will be closed.

Set-up automatic IRA contributions for 2018.

You have until the tax filing deadline—April 18, 2018—to make a 2017 contribution.

January 23 – Facebook Live Video “Give up your Coffee Habit for the Betterment of your Retirement”

February 2018

February 19 – President’s Day

March 2018

Join RITA in Washington, D.C. for a jam-packed educational conference.
This educational conference will disuss the latest legislative and regulatory developments in the self-directed IRA industry and offer prime networking opportunities with peers and influencers.
RITA Members    NON-Members

April 2018

April 18 —You have until the tax filing deadline— and deadline to to make a 2017 contribution to your IRA.

May 2018

May 28 – Memorial Day