Event Name:
Business Educational Forum / Open House
Description
Summit Bank, Pensco Trust and Invision Development Company will be hosting a Business Educational Forum and Open House. The topics discussed can be tremendously beneficial to business owners/self employed. - How a community bank can help your business - New strategies for your Self-Directed retirement plans and Alternative Investments - Current opportunities in real estate acquisitions and development
Event Date:
12-17-09
01-21-10
02-18-10
03-18-10
Event Time:
04:00 PM - 06:00 PM PST
Location:
Summit Bank
710 S. Broadway, Suite 100
Walnut Creek, CA 94596
Contact Person:
Kim Walters, Invision
(phone: 925 752-5556)
Details:
Speakers/Topics:
James Jackson, VP Summit Bank and Branch Manager, Walnut Creek Branch. In this economy and business environment what can you expect and receive from a community bank: Experience, Expertise and Personal Service. We help your business grow.
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Tom Anderson, Pensco Trust Company, San Francisco. Three very timely topics: 1) The individual 401k (SOLOk), a powerful new retirement plan for small business/self employed- You can contribute more, with greater flexibility and investment options. Have a ROTH component! Contribute up to $54,000 per year (double this with your spouse). 2) 2010 ROTH conversion - Tom makes it simple to understand. 3) Alternative Investments in your IRA, SEP, ROTH, 401k roll over - Take Control - diversify with tangible/hard assets as security.
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James Fallon, Invision Development Company, Walnut Creek. The powerful IDC Business Model and how it utilizes the Power of "Consolidated Buying Power" by syncing up with Pensco Trust product line. IDC Acquisition program the timing is a "Once in a lifetime Opportunity".

RSVP to Kim Walters (above) or Kip Penniman, Summit Bank: 925 639-7597 or kpenniman@summitbanking.comLinks:
Invision Development CompanySummit Bank