Posts Tagged ‘Hosts’
AdvantaIRA Trust Hosts National Webinar: Types of Investments Permissible in a Self-Directed IRA
Fort Myers, FL (PRWEB) May 14, 2015
A self-directed IRA gives investors freedom of choice to purchase alternative assets tax-free. AdvantaIRA Trust is hosting a nationwide webinar on May 21st to discuss the different types of alternative assets that are permissible in a self-directed retirement account.
A self-directed IRA is a tax-sheltered trust set up for retirement by tax code section 408. Typical IRA custodians only hold investments they sell such as stocks, bonds, and mutual funds. Since AdvantaIRA does not sell investments, investors have complete control allowing more options to diversify the retirement portfolio. When investing using a self-directed IRA gains, income, and sale proceeds grow inside the retirement account tax-free.
Aside from life insurance and collectibles a self-directed IRA can hold a wide array of assets. Alternative assets that will be discussed during the national webinar include real estate, secured promissory notes, single-member LLCs, precious metals, private placements and private stock, and foreign currency exchange and futures trading. “This is a great webinar for investors who are not sure what they can invest in using their self-directed IRA,” says Dave Owens, managing partner of AdvantaIRA Trust.
The webinar on May 21st is open to the public at no charge. Attendees are encouraged to ask questions at the end of the presentation.
Event: Webinar- Types of Investments Permissible in a Self-Directed IRA
Date: May 21, 2015
Time: 2:30-3:30pm EST.
Cost: None
Location: Online
Register: Please email Brenda Whetsell at Brenda(at)advantatrust(dot)com with your name and email address.
About AdvantaIRA Trust
AdvantaIRA Trust is a self-directed IRA administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible within IRAs. AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control.
About Dave Owens
Dave Owens is the managing partner at AdvantaIRA Trust in Fort Myers, Miami, Gainesville, New England, and the Florida Panhandle. Owens opened the AdvantaIRA Trust headquarters in Fort Myers, FL in 2003. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a BS in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators.
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Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
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Advanta IRA Hosts Lunch and Learn: Self-Directed IRAs and Private Lending Investments
Tampa, Florida (PRWEB) October 07, 2014
“Private lending transactions allow self-directed IRAs to perform the same actions a bank or other lending institution does in extending loans for mortgages, trust deeds, secured and unsecured notes, and even for things such as judgments and structured settlements,” says Jack Callahan, Managing Partner of Advanta IRA Services in Largo, Florida. A growing number of investors use these accounts to invest in in nearly any type of lending transaction they deem might prove to be potentially successful.
Self-directed IRAs allow account owners total and complete control in choosing their own investments in things they know and understand. Additionally, these accounts allow a myriad of alternative investments besides private lending options. Real estate, precious metals, oil, gas and timber options, foreign exchange and futures trading are just a few popular non-traditional assets used to build income for retirement. .
In private lending transactions, account owners determine the terms of the loan made by their plans—which is how the IRA makes money. The account owner fully vets and chooses the loan recipient, dictates the terms of the loan, and decides whether to provide a secured or unsecured loan. Secured loans are backed by collateral to protect from default. For example, if a note is extended for a mortgage and the borrower defaults, the IRA can take possession of the home. Unsecured loans typically are offered at a higher rate of interest in lieu of collateral. “Profit from private lending is largely gained through earnings on interest rates and this income flows directly into a self-directed IRA on a tax-free or tax-deferred basis,” says Callahan.
Private lending through a self-directed IRA offers benefits for the borrower, as well. The IRA can often provide funds to the borrower much faster, with more accommodating terms than traditional lending institutions.
Advanta IRA Services is holding this lunch and learn to educate investors on how to successfully use self-directed IRAs to invest in private loans. Investors of all levels are invited and encouraged to attend.
Topics to be discussed:
Various types of loans that Advanta IRA’s clients make using their retirement plans
The benefits that can come with private lending
Disqualified persons and the potential pitfalls of private lending
How an IRA can actually be the borrower on a transaction and non-recourse loans
Event: Lunch and Learn—Be the Bank Using a Self-Directed IRA
Date: October 10, 2014
Time: 12:00 – 1:30 pm EST
Location: 13191 Starkey Road, Ste. 9, Largo, FL 33773
Cost: None; lunch is provided
Register: Before 5 pm on October 9th by contacting Larissa Greene by phone at (727) 581-9853 x 1140, or by emailing lgreene(at)advantairagroup(dot)com.
About Advanta IRA
Advanta IRA Services, located in Largo, Florida, has been in operation for over ten years, providing administrative service to owners of self-directed IRAs throughout the Tampa Bay and Sarasota, Florida regions. Advanta IRA Administration offers a second location serving the Atlanta, Georgia area and surrounding regions. Both offices are managed by Jack Callahan, J.D., CFP™. Advanta IRA offers classes, seminars and other educational tools designed to assist clients in managing self-directed IRAs by investing in real estate, notes, private placements and other non-traditional assets that have the potential to maximize IRA earnings on a tax-free or tax-deferred basis.
About Jack Callahan
Jack M. Callahan, J.D., CFP™, is the managing partner at Advanta IRA Services in Largo, FL and Advanta IRA Administration in Atlanta, GA. Jack established the corporate office, Advanta IRA Services, in 2003. Prior to that, Jack delivered specialized counsel to real estate investors, small business owners and real estate professionals on tax, legal and financial matters. As an industry expert, Jack is a frequent speaker on the topic of self-directed retirement plans and an accredited continuing education instructor for the Florida and Georgia Bar Associations, Florida and Georgia Real Estate Commissions, and The American Institute of Certified Public Accountants. He earned his bachelor of science degree in finance and multinational business from Florida State University and his law degree from the University of Florida College of Law.
©Copyright 1997-
, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
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Visiting Nurse Association Health Group Hosts Camden Coalition of Healthcare Providers to Learn More about Nurse-Family Partnership Program
Red Bank, NJ (PRWEB) April 15, 2014
On April 11th, 2014 Visiting Nurse Association Health Group (VNA Health Group) hosted a day of learning to inform the Good Care Collaborative and other health industry leaders about the Nurse Family Partnership program its goals, outcomes and cost-effective model of care. The Good Care Coalition aims to change Medicaid funding towards programs with evidence of success. The day highlighted the Nurse Family Partnership which has over 35 years of research-based outcomes. The Nurse Family Partnership team presented information about their excellent outcomes and the importance of educating and coaching new mothers about the benefits of breastfeeding.
Colleen Nelson, RN, BSN, VNA Health Group Vice President of Clinical Operations for Children & Family Health Institute and Lisa Reyes, Nurse Family Partnership Director of Business Development provided an overview of Nurse Family Partnership. Nelson shared the three goals of Nurse Family Partnership: improve pregnancy outcomes, improve child health & development, and improve parents’ economic self-sufficiency. Reyes informed attendees that Nurse Family Partnership is present in 536 countries throughout the world, 43 states throughout the United States, and all 21 counties of New Jersey. VNA Health Group nurses shared client stories and presented a role play of the Nurse Family Partnership model.
“The Nurse Family Partnership is a unique community health program where experienced nurses make home visits to low-income, first time parents. More than 35 years of research proves that it works. On behalf of the Nurse Family Partnership team and myself, it was a pleasure to host the Good Care Collaborative and invited guests to learn more about this great home visitation model,” stated Nelson.
About VNA Health Group
Visiting Nurse Association Health Group, serving the community for more than 100 years, is New Jersey’s largest nonprofit community health provider of home health care, hospice and community services. The organization cares for 120,000 individuals each year. Visiting Nurse Association Health Group members include VNA of Central Jersey, Cape VNA, Robert Wood Johnson Visiting Nurses, and VNA of Englewood. For more information about VNA Health Group call 800.326.3330 or visit http://www.vnahg.org.
©Copyright 1997-
, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
Some 300 job seekers connected with 40 prospective employers June 24, 2009 at a JUF Job Fair organized to assist beginning to mid-level professionals. A proj…
Chicago-Area Museum Hosts A World Event: Pianist Jeanne Golan to Perform The Complete Piano Sonatas of Viktor Ullmann
Skokie, IL (PRWEB) October 05, 2012
Pianist and Steinway Artist Jeanne Golan will perform The Complete Sonatas of Victor Ullmann in two programs that span the compositional life of Viktor Ullmann, from his days as a leading musical figure in Prague to his internment at Terezin. The performances will take place on Thursday, October 18th at 7pm and Sunday, October 21st at 1:30pm; each concert will last 90 minutes and be followed by a dessert reception. Single performance general public tickets are $ 18, $ 14 for museum members. A $ 5 surcharge will be added to tickets purchased on the day of the performance. Advance purchase recommended; Click here or call 847.967.4852. The Illinois Holocaust Museum & Education Center is located at 9603 Woods Drive in Skokie, Illinois.
Viktor Ullmann’s (1898-1944), valiantly creative career culminated in the Nazi concentration camp of Theresienstadt/Terezín before he was sent to his death in Auschwitz. Golan’s double-CD set ¬– the first to put all seven of Ullmann’s piano sonatas together in more than two decades – was released by Steinway & Sons/Arkiv Music on August 28, 2012.
In a testimonial by James Conlon for Golan’s recording, the conductor – renowned Music Director of the Ravina Festival and dedicated champion of music by composers persecuted and displaced by the Nazis – says: “Viktor Ullmann and others of his generation are less known to us today not because of any lack of musical quality, but because their voices were stifled by a regime and then pushed aside once again in the clamor of post-war cultural advancement. This excellent and important recording by Jeanne Golan will do much to generate greater appreciation for Ullmann’s music among musicians and music lovers everywhere. I hope other musicians will follow her example by immersing themselves in the music of Ullmann and, in so doing, discover the work of a true 20th-century master.”
Rick Hirschhaut, Executive Director of the Illinois Holocaust Museum & Education Center, notes, “We are privileged to give voice to this brilliant composer whose work was silenced by the Nazi regime. Through the magnificent artistry of Jeanne Golan, the music of Viktor Ullmann can now be enjoyed and experienced by all who join us for these momentous concerts.”
The Massachusetts-bred, New York-based Golan fully immersed herself in Ullmann’s music and life for this ambitious project. Golan points out that Ullmann’s range as a composer was extraordinary: “He had this capacity to tap into all these different styles yet still sound like himself,” she says. “Ullmann was such a curious musician. Each sonata is a sort of experiment in a certain sound world, as he explores what’s suggested in folk songs or Mahler and Bartók. But it’s never derivative ¬¬¬– the music comes out as Ullmann. He had a real sense of play.
His is a very sad story, and that was a horrific time, obviously. But along with distressed emotion in his music, there is humor and often a real exuberance, a reveling in creativity.”
Philip L. and Ellen V. Glass are the Presenting Sponsor for The Complete Piano Sonatas of Viktor Ullmann.
The Illinois Holocaust Museum & Education Center is the largest facility in the Midwest dedicated to preserving the memories of those lost in the Holocaust and to teaching current generations to fight hatred, indifference and genocide in today’s world. The Museum is located at 9603 Woods Drive, Skokie. The Museum is open Monday through Friday: 10:00 a.m. – 5:00 p.m.; Thursday evenings: 5:00 – 8:00 p.m.; and Saturdays and Sundays: 11:00 a.m. – 4:00 p.m. Learn more at http://www.ilholocaustmuseum.org.
©Copyright 1997-
, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
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