As Next Generation Trust heads into the last week of 2011 (also the busiest week!) and 2012 rolls in, we’re starting our second year with a boatload of events! You can look forward to a variety of national tradeshows, webinars and in-office classes and seminars focusing on Self-Directed IRAs amongst other things for this coming year.
Due to the holiday chaos/recovery of January, the traditional Next Generation Trust in-office schedule for the Self-Directed 101 and 201 classes have been suspended, and will begin again on every first and third wednesday in February. In the meantime, January is jam-packed with tradeshows such as the 46th Annual Heckerling Institute on Estate Planning in Orlando and AICPA Advanced Personal Financial Planning Conference in Las Vegas. Also coming your way are several webinars towards the end of January, so be sure to watch this space for upcoming details!
As you know, our website is in the process of re-organization for a better browsing experience, and part of that process is that our events page has moved! To find the upcoming events in your area, please visit our New Events Page. If you’d like to schedule an event or a webinar please contact our office!
In the meantime, if you’re looking to open an account or you haven’t submitted your fair market valuation form, you still have three business days to get those docs in! The earlier the better if you want your account opened timely. Please note that accounts opened this week will not be eligible to have transaction performed until after the new year.
The staff at Next Generation Trust would like to wish you a happy, healthy and responsible New Year, and we’ll see you next year!