Planning for Prosperity

The Traditional IRA vs The Roth IRA. How Do They Work, And Which One Is Best For You

August 16, 2021

Let’s talk about how the traditional IRA and the Roth IRA work.

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Our NuView Update

September 28, 2018

It was so good to see so many of you at our fifth annual Planning for Prosperity in Orlando last month.  The connections and networking were better than ever, and according to our exit surveys over 80% will be coming back next year.  It’s all done for you, the best IRA investors ever – and as such, please let me know any speaker that you have heard that you will want to hear in our 2019 edition.

A bit of good news for those that are contributing to their retirement plans.  Next year the limits for Traditional and Roth IRAs bump up by $500 to $6,000 with the over age fifty bonus staying at $1000.  The Simple IRA contribution increases by $500 as well, and the popular solo 401k or QRP maximums increase by $1000 to $56,000, plus $6000 for those over age 50.

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2018 Planning For Prosperity Guest Speakers

August 22, 2018

This year’s conference is sure to inspire you, as you’ll get to hear from some of the financial industry’s best and brightest speakers and panelists. As an attendee, you’ll have the privilege of gaining valuable resources to revamp both your financial network and personal network.

Throughout the entirety of the event, you’ll be able to hear from our outstanding keynote speakers on topics like international investments, structuring your investments, syndicating your deals and much, much more!

Click here to join us and our incredible guest speakers for our day-long alternative investment symposium.

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Planning 4 Prosperity 2017 – Speaker and Panelist Profiles

August 8, 2017

The 5th Annual Planning 4 Prosperity Investment Symposium is just around the corner and we couldn’t be more excited about the world-class speakers and panelists who will be presenting at this event. It keeps getting bigger and better each year so don’t forget to purchase your tickets before the limited spaces run out!

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Planning for Prosperity 2016 – Full List of Speakers

September 28, 2016

And just like that, our annual Planning for Prosperity alternative investment seminar starts bright and early tomorrow morning and we can’t wait for the wealth of knowledge that will be shared over the next two days! Let’s take a look at who will be presenting this year so you can get familiarized with our speakers and their areas of expertise.

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P4P Speakers: Mike Cobb, Mauricio Rauld & Glen Mather

September 13, 2016

Our 4th annual Planning for Prosperity seminar is right around the corner and we’re excited to feature over a dozen nationally renowned speakers who will be sharing their investment stories and secrets!

This week we have three financial experts in the spotlight – Mike Cobb, Mauricio Rauld, and Glen Mather – each having very diverse financial backgrounds which will equip you with a wealth of knowledge for a successful retirement.  You won’t want to miss this spectacular event!

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P4P Keynote Speakers: Scott Carson, Merrell Bailey & More

September 6, 2016

Planning for Prosperity will be here in a few short weeks and we’ve been gearing up for the big event by sharing information about our guest speakers and the topics that will be covered. Continue reading…

P4P Keynote Speakers: Jamie Smith & Bryan Mick

August 22, 2016

This week, we’re excited to announce another two keynote speakers for our upcoming Planning For Prosperity alternative investment symposium on Sept 29th and 30th in Lake Mary, Florida.

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P4P Key Speakers: The Real Estate Guys™

August 11, 2016

Planning for Prosperity (NuView’s 4th annual alternative investment seminar) has been confirmed for September 29th and 30th at the Orlando Marriott located in Lake Mary, Florida. Every week leading up to the event, we will introduce a few key speakers so you can get to know them better and understand their area of expertise.

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