March 17, 2023

00:05:18

Pillars of Finance | Virtual Event

Pillars of Finance | Virtual Event
The Preferred Way: A Retirement Podcast
Pillars of Finance | Virtual Event

Mar 17 2023 | 00:05:18

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Show Notes

Bonus Episode: Learn about our free virtual event Pillars of Finance! Pillars of Finance takes place April 4th at 3 PM PST. This event is hosted by zoom.

As markets fluctuate, laws change, and taxes inevitably increase, it is more apparent than ever before that American’s need to employ every advantage at their disposal to reach their retirement goals. Pillars of Finance is an investment community created by industry experts for investors of all levels.

 

Each event is specifically tailored for the exploration of different alternative assets. Investors will be able to use these alternative investment pillars to build the foundation for strategic tax-sheltered growth.

REGISTER FOR OUR FREE WEBINAR ⁠Pillars of Finance⁠ 


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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

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Episode Transcript

[00:00:01] Speaker A: You're listening to PTC point of view, brought to you by preferred trust company, the preferred custodian for all alternative investments. We're here to provide retirement savers like you with the tools you need to succeed. Need a confidence boost when it comes to investing outside of the stock market? Do you want the power to build a tax sheltered nest egg that will last through your golden years? You've come to the right place. Turn up your speakers and turn off cruise control, because we're taking you on the alternate route to investing with your IRA. [00:00:40] Speaker B: Welcome back to another episode of PTC Point of View. Today with me, I have Izzy. [00:00:45] Speaker C: How's it going, everybody? [00:00:46] Speaker B: And this is a bonus episode to tell you a little bit about an event that we are hosting very soon. [00:00:52] Speaker C: Very excited about this event. I know we've been in the planning stages for months on this. [00:00:56] Speaker B: Yeah, it's been a while. So the event is called pillars of finance. It's taking place on April 4. 03:00 p.m. 03:00 p.m. yep. And we have multiple speakers. It is a free, virtual event. [00:01:08] Speaker C: Yep. The event's gonna be sponsored by a preferred trust company. Really excited to have our sister company there. We're gonna be featuring Ignite funding. I'm really excited. We're gonna have kerry Cook speaking. Pat Vassar. He's the director of underwriting over at Ignite funding. And then we're also gonna have Misty Bethany, who's the chief compliance officer for ignite funding. And people are gonna be pretty excited because they're gonna get a twofer. Kerry Cook's not only gonna be talking about ignite funding, but she's also going to be talking about preferred trust and how you can integrate their investments into an IRA. [00:01:37] Speaker B: If you didn't know. Kerry Cook is the CEO of preferred trust company and the president of Ignite funding. We've got something really fun going on here. [00:01:47] Speaker C: Yeah. Again, those dates, just in case you guys missed it, it's going to be April 4 at 03:00 p.m. it's going to be about 3 hours long, tons of education. And you guys can actually go and register right now on the website. It's pillarsof finance.com dot. Super easy for you guys to register. All the information's on there. If you guys want to know more about the speakers or about the two companies that are going to be featured on there, you can go right on the website and you guys can learn more. [00:02:11] Speaker B: All the information is on there. So really why we wanted to create pillars of finance. We wanted an investment community that's created by industry experts for investors of all kinds, whether you're just starting out or you're experienced, we wanted something for everyone. [00:02:28] Speaker C: I think the cool thing, too, is that this vent is going to be tailored towards specific alternative investments. So the first one we're doing, of course, is with ignite funding, who offers trustee investments on a passive level. But eventually we want to get to explore more alternative assets such as digital currency. So bitcoin, ethereum, oil and gas, precious metals like your golds, your silvers, even potentially getting in some franchises, llcs, things of that nature, like private placements. So I'm pretty excited. I mean, this is a great opportunity for any investor that's wanting to learn more on how to invest in a tax sheltered environment. And what I mean by that is when you invest with an IRA, whether it's traditional or roth, you're either going to be making those investments tax deferred or tax free. And that's a great way for anybody, I mean, who doesn't want to have to pay taxes. [00:03:16] Speaker B: Yeah, for real. This is the first of many pillars of finance. We plan on doing this a lot more in the future. And just for everyone listening, it is online. It's basically a webinar. But we've got a couple more features on there. There's virtual booths. You can go and watch videos. [00:03:35] Speaker C: They can download some information, too. We have a few white papers on there. There's blogs of different hands. It's all free for people to download. We're going to plan on opening up the zoom, I think you mentioned. We're going to open it up about a week before so everybody can check out the booth, see all the things they want to download and get some questions ready for the event. [00:03:52] Speaker B: Yeah, it's very cool, very easy to join. So make sure you register before April 4. [00:03:58] Speaker C: Yes, please make sure you do that because we're going to go ahead and shut it off on April 3 just so we can make sure everybody has their registration. And we do have a good headcount because we are capped on how many people we can have on the Zoom event. So again, April 4, Pillarsof finance.com. it starts at 03:00 p.m. that's Pacific time, but for those on the east coast or on central time. So no worries on being able to jump on, especially if it's after work. For those folks out there, again, the event is free. Just want to keep putting that out there. We're not charging both companies preferred trust and ignite funding are very big on the free education. So as much stuff as we can put out there as possible, we're going to do that for all those investors out there. [00:04:36] Speaker B: Yeah. And we are so excited to see you all there. So we look forward to it. [00:04:40] Speaker C: See you guys there. [00:04:42] Speaker A: Thanks for joining us for another episode of PTC Point of view where retirement savers meet alternative investments. Know someone who's struggling with a retirement strategy? Tell them about our show. Can't wait for the next episode. To learn more, visit our [email protected], or give us a call at 999 78 92.

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