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 account holders. 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
March 9 – Preferred Trust Company Newsletter sent out to clients. Check your email for your copy.
March 26-28 – RITA Conference – SPOTLIGHTING SELF-DIRECTED IRAs!
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.
April 25 —Preferred Trust will be participating in The Pillars of Finance event. Chris Trembly will be speaking about how you can invest with a Self-Directed IRA
May 2018
May 8, 11:00am – Seminar with Auctions.com
Preferred Trust will be speaking along with Katrina Lee from Auctions.com on how you can utilize your Self-Directed IRA in auctions.
May 14-16 – MoneyShow
Preferred Trust will be attending the MoneyShow at Bally’s/Paris Las Vegas. Attend The MoneyShow Las Vegas—free—and receive practical education, expert trading strategies, and 150+ stock, ETF and fund picks from leading financial experts! PreferredTrust will be inside the Interactive Exhibit Hall where you’ll also find new tools, products, and ideas to help you improve your overall performance. Register to attend FREE TODAY at https://www.moneyshow.com/registration/las-vegas-moneyshow/registration.asp
May 28 – 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 Anniversary Preferred Trust Company! Today Preferred Trust marks eleven years as licensed Custodian.
June 2018
June 14th – Flag Day
June 17th – Father’s Day
June 19th – Checkbook IRA Seminar presented by Preferred Trust
Join us at 11:00 am at 2140 E Pebble Road, Las Vegas, NV 89123. The seminar will be held in suite 150 and will discuss how Checkbook IRAs work, their pros and what to watch out for. Please RSVP on Eventbrite.
June 21st – First Day of Summer
July 2018
July 3rd | 11:00 am -FREE SD-IRA Compliance Seminar!
Join us on July 3rd at 11:00 am to discuss Compliance Regulations and how they protect account holders.
July 4th | Preferred Trust Company office will be closed in observance of Independence Day.
July 14th | 8:30am – 5:00pm – Preferred Trust will be participating in the Think Realty Conference and Expo in Irvine, CA. The Think Realty Expo will open with over 25 exhibitors, including Preferred Trust.
August 2018
End of Summer Sale – Open a new account at Preferred Trust Company August 20th – 31st, 2018 and we will waive your Establishment Fee and the First Year Administration Fee.
