PENSCO Trust Company along with Crowdfunding CEOs and Seattle-Area Professionals Hold Education Session on Investing in Alternative Assets Using Personal Retirement Dollars

With growing number of individuals using self-directed IRAs, session to provide information on real estate, private equity, and other non-traded assets

SEATTLE--(BUSINESS WIRE)-- Self-directed IRA investing in alternative assets is on the rise in light of market volatility and individual investors’ desire to diversify their retirement accounts. Since 2013 alone, self-directed IRA assets have grown at nearly twice the rate of traditional IRAs1. Currently, more than $7.6 trillion is held in IRAs2, with $152 billion in self-directed IRAs3.

PENSCO Trust Company, an alternative asset custodian specializing in retirement accounts for 25 years, will address the growing interest in alternatives among individual investors with a one-day education session for current IRA holders, financial advisors and their clients, and investors in the Seattle area who are interested in diversifying their retirement portfolios. “Alternate Route to Retirement” will cover trends and insights by PENSCO executives along with CEOs and senior executives from leading crowdfunding organizations, real estate investment companies and Seattle-based professional services firms with expertise in self-directed retirement investing.

WHEN

Saturday, October 24, 2015, 8:30am PT – 2:30pm PT

WHERE

Seattle Westin, 1900 5th Avenue, Seattle, WA 98121

SPEAKERS

Speakers will include a range of C-suite executives and professionals, including many from the Seattle area:

• Warren L. Baker, Tax and estate attorney with Seattle-based Fairview Law Group
• Preston Despenas, Senior Partner and Co-Founder of Growth Equity Group
• Don Ganguly, Founder and CEO of HomeUnion
• Kim Kaselionis, CEO of Breakaway Funding
• Christopher Parker, CEO of IndieCrowdFunder.com
• Kelly Rodriques, CEO; Eileen Loustau, SVP; Pat Hughes, SVP; PENSCO Trust Company
• Eric Wikstrom, CPA and Founder of Seattle-based Integrated Wealth Strategies
• Jason Zook, Senior IRA Loan Consultant with North American Savings Bank

WHAT

Participants will hear from the experts about:

• How to use an IRA to invest in real estate, private equity and notes
• How to work with advisors, CPAs and attorneys to evaluate and conduct due diligence on alternative assets before investing
• Trends in equity crowdfunding and how retirement dollars can be leveraged for opportunities in this growing space

EVENT REGISTRATION

Non-media may register here.

To register as media, please contact:

Peggy Cramer - 510-333-1160 / [email protected] orMayrav Weiss - 718-801-8864 / [email protected]

-----

About PENSCO

PENSCO Trust Company has been helping investors use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets since 1989.

As the trusted custodian of over $10 billion in assets on behalf of more than 45,000 clients, PENSCO works with financial institutions, capital raisers and financial advisors, as well as self-directed investors who typically have a point of view about alternative investments based on their own knowledge or expertise and want to put their tax-advantaged retirement dollars to work in these opportunities.

To learn more visit visit www.pensco.com

Follow us @PENSCOTrustRead the PENSCO blog

PENSCO Trust Company performs the duties of an independent retirement custodian, and, as such, does not provide investment advice, sell investments or offer any tax or legal advice. PENSCO is not affiliated with any financial professional, investment, investment sponsor, or investment, tax or legal advisor; including any who are listed in The Marketplace. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as any professional to assist them with an investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. The list of individuals in The Marketplace should not be considered a complete list of individuals/firms with whom you may work, and is being provided for informational purposes only. It is not intended as an individual recommendation, and each individual is encouraged to perform their own due-diligence on any financial professional with whom they intend to work.

View source version on businesswire.com: http://www.businesswire.com/news/home/20151009005566/en/

Media:
PENSCO Trust Company
Peggy Cramer, 510-333-1160
[email protected]

Source: PENSCO Trust Company

You May Also Be Interested In

• MYT Netherlands Parent B.V. (MYTE) Announces Preliminary Third Quarter Results – Double-Digit Topline Growth Significantly Improved Profitability
• Nutriband (NTRB) Announces 2.1M Share Offering at $4/sh
• Progress Software Corporation (PRGS) Issues Statement on a Possible Offer for MariaDB