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.
November 5 & 6 | The Outback Capital Funding Summit is coming on Nov 5-6, 2019 (Tues & Wed) at the Westin Lake Las Vegas. It will be two days of both learning AND the opportunity for investors to start the process to get capital for their investments! Preferred Trust will be participating at this event so stop by our booth and say hello.
November 11 | Veteran’s Day – the Preferred Trust offices will be closed.
November 28 & 29 | Thanksgiving – the Preferred Trust offices will be closed.