uDirect at the FIBI Passive Income Investor Chapter

06:30 pm - 01/20/2015

@ UDirect IRA

2522 Chambers Rd, Ste 100
Tustin CA  92780



FIBI Passive Income Investor Chapter

January 20th, 2015 Meeting Panelists as follows:
1. Kaaren Hall, UDirect IRA Services. Come hear Kaaren tell you how you can use your dormant/underperforming retirement account to increase your wealth via a self-directed IRA.
2. Amanda Han and Matt Macfarland from Keystone CPA. They will help you mitigate writing that bib check to Uncle Sam this coming Tax Filing Season.
The meeting will be held on

Date: Tuesday, January 20th, 2015
Location: Four Points Sheraton Hotel located at 5990 Green Valley Circle, Culver City.
Time: Networking begins at 6:30 and the panel will commence at 7:00...or as soon as we can get everyone to stop networking!
Parking: We have negotiated parking at a discount of $4.00 or you can park at the Westfield Shopping Center directly across the street from the hotel.
Agenda:
6:30 - Networking
7:00 – Introductions/Needs and Wants
7:15 - Panel discussions
8:30 – Networking/Building Relationships

To register contact Gena Lofton

glofton@passiveincomeadvisors.com

www.passiveincomeadvisors.com

323-646-6523

800-248-1881

Show Map

Host: UDirect IRA

Categories: Financial Services

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