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Hello From the CEO

August 22, 2018

Continuing Education is something that most professionals begrudgingly fulfill to keep their licenses active. However, it’s a bit different with NuView Trust clients. CE is something that they eagerly seek –especially if it means higher returns with new investment ideas.

I look forward to seeing many of you personally at our fifth annual Planning for Prosperity event in Orlando on September 7th.  What an event it plans to be!

For one day only, we have crammed in five national speakers, four panels and lots of networking time, all with one objective – to help you become even more active with your self-directed IRA.  Our mission is to “Give You the Choice to Retire Well,” as many of our clients just want to learn more from industry experts, as well as their peers.

Held at the beautiful Downtown Orlando location of the Ballroom at Church Street, this all-day event opens with a special address by our Mayor Buddy Dyer, and contains presentations by John Hyer, the preeminent expert on IRAs, Brad Sumrok, a leading expert on syndication and multi-family investing, Andrew Lanoie, who built an amazing business in mobile home communities and self-storage, Mike Cobb, who has spent twenty years in offshore real estate, resort and agricultural investments, and Dana Samuelson,  owner of a leading precious metals company, on how and when to purchase metals in an IRA.

The reason these speakers were chosen, is that they don’t just speak about their subject, they are actively involved with the investments personally.  There is no selling here, simply sharing of information and inspiration.

As great as the speakers will be, past participants said they look forward to the panels, where they can hear from investors just like themselves.  To that end, we have four panels and twenty participants in subjects such as Getting Started – How to Build Your IRA, Building your Support Team, Client Success Stories, and Alternative Investments Outside of Real Estate.

Immediately following Planning for Prosperity, you’ll want to be sure to plan to stay for our Chair the Love Charity Dinner and Auction that evening. Chair the Love will bring the community together for an evening of dinner, music and fun to raise awareness and donations to provide wheelchairs and other mobility related services to those in need. All proceeds from both Planning for Prosperity and the Charity Dinner, will go directly to Chair the Love.

All of our staff look forward to seeing you in Orlando!

Glen Mather, NuView CEO