Event Name:
Financial Business Summit 2010 Education Series
Description
Get your business to generate more and learn how to extract more for retirement. Take Control. A leading CEO turned business consultant will discuss powerful yet simple business planning techniques. A pension expert will explain a new version of the 401-K that allows owners to pull out more than ever, tax deferred. A land development expert will outline opportunities to invest in high growth real estate that in the past was only available to corporations, and very high net worth individuals.
Event Date:
02-25-10
Event Time:
05:30 PM - 07:30 PM PST
Location:
Pleasant Hill Community Center
320 Civic Center Drive
Pleasant Hill, CA 94523
Contact Person:

(phone: 650-218-3223)
Details:
Keynote: Robert Sher, Consulting CEO
A simple approach to planning is best at all levels. Five simple questions, if answered thoughtfully, can lay out an entire year’s course of action for your business. Robert will take the audience through the key steps required to create an excellent business plan that can keep you focused and effective all year long. These plans are short—one page in fact. That’s all business owners and their top team needs to clarify their thinking and create a roadmap that they’ll execute on all year long. A great game plan, executed well means you’ll get more of what you want from your business. That might be top line growth, or that might be more cash you can take home and spend or invest.

PENSCO Trust Company
Keynote: Tom Anderson, Founder and President, who will share details on new products and strategies. Founded in 1989, and with $3.2B under its custodianship, specializing in hosting self-directed investments. Mr. Anderson has assisted, and testified before, Congressional Committees to help develop options for business owners, and professionals with individual retirement plans. Based on the “Pension Protection Act of 2006”, Pensco invented 2 new types of plans. The “Solo-K.” This plan allows business owners, and professionals to contribute significantly more each year to the plan. The “Real Estate IRA” own deeded property in your plan. We will also have a discussion on the 2010 Roth Conversion opportunity and how it will, if you take advantage of it correctly, significantly enhance your retirement.

THIS IS THE MOST POWERFUL RETIREMENT VEHICLE EVER INVENTED. ACT NOW. DON’T PAY MORE IN TAXES. VERY TIME SENSITIVE.

Invision Development Company
Presentation given by James Fallon, General Manager, will share details on how IDC’s Acquisition program syncs up with PENSCO products, and discuss the power of “Consolidated Buying Power”. The current economic timing has created a once in a lifetime opportunity.

Don’t Wait RSVP to: events@invisiondevco.com or 650.218.3223
Seating limited to first 50 businessesLinks:
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