Thursday, June 28, 2018
TOPIC
"Checkbook Control LLC's for Self-directed IRAs and Single 401K Retirement Plans"
with Attorney Joe Seagle
"Checkbook Control LLC's for Self-directed IRA's and Single 401K retirement plans"
What are they?
How are they formed?
Who is the member and manager?
Why would you want one?
What are their advantages and disadvantages?
What are prohibited transactions?
Who are disqualified persons?
When: 5:30 PM for Networking. Meeting starts at 6:00 PM on the last Thursday
of every month.
Where: Lakeside Community Center
1999 City Center Circle
Port Orange, FL 32129
Leader: Marlena Dates
Email: VolusiaCounty@cfri.net
Cost: CFRI Members - FREE
Non-members - $10
The non-member fee of $10 can be applied toward CFRI membership if you join within two days of attending and proof of payment is provided. Contact the CFRI office for details at 407-328-7773 or executive@cfri.net.