I just attended a free CLE on an interesting topic with a free lunch included. Relative to the number of attorneys, CPAs and financial advisors in Jacksonville, it was a small turn out. What gives?
As a CLE provider, and one who charges for my courses, this was not good news. But, as an attorney, was it? One reason I started a continuing education busines was my own enthusiasm when I attend a great, or even good, continuing education course. Sometimes during a course, when the presenter is describing a common mistake professionals make, I get nervous and think “oh no, I hope I didn’t do that!” Other times, like yesterday, I get excited. The presentation contained interesting information, creative planning and new ideas to pass on to clients and other professionals.
Even if you already know the information, the right presentation can spark your creativity. If you want more information on self-directed IRAs, check out The Entrust Group. Glen Mather, a great presenter, of The Entrust Administration Services, Inc. got me thinking about the following:
- Conversion from a traditional IRA to a Roth IRA in 2010 (no income cap and income tax spread out over three years)
- Health Savings Accounts - might be something to consider
- Alternative investments in IRAs and Qualified Plans (my IRA can own real estate or loan money?)
The best professionals stay on top by staying informed.
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