Choose an account type

Planning 4 Prosperity Alternative Investment Symposium Brings Experts Together to Offer Retirement Investment Education in Orlando on Friday, September 8

August 29, 2017

NuView Trust Company sponsors fifth annual symposium featuring high-profile speakers and panelists to educate retirement investors about real estate, mortgages, tax liens and other alternative retirement investment strategies available via self-directed IRA accounts; event proceeds benefit ‘Chair The Love’ Foundation.

ORLANDO, FL – August 23, 2017 – Experts in the field of self-directed individual retirement accounts will come together for a day of education and networking during the 5th Annual Planning 4 Prosperity Alternative Investing Symposium, slated for Friday, Sept. 8, in Orlando, Florida.

Presented by NuView Trust Company, Inc., the event provides a forum for investors to gain a better understanding of the unique investing opportunities offered through self-directed IRAs. All proceeds from the event will benefit the Chair The Love Foundation, which provides wheelchairs at no cost to those in need in around the world.

“NuView Trust is proud to present its 5th Annual Planning 4 Prosperity symposium, bringing together experts in a variety of fields related to retirement investing, including real estate, legal and tax specialists,” explained NuView President and CEO Glen Mather. “As always, 100 percent of the admission fees will go to the Chair The Love Foundation, which has distributed 380 wheelchairs to those in need throughout Nicaragua and in our Central Florida communities in the past year, devoting more than $57,000 to help provide mobility for people with injuries or disabilities.”

Speakers slated for the Sept. 8 event, to be held at the DoubleTree by Hilton in downtown Orlando, FL, include:

  • Russell Gray, co-host of the Real Estate Radio Show, the number 1-ranked real estate investing show in the country, and author of the best-selling book Equity Happens;
  • Jamie Smith, author of the highly acclaimed book Trailer Cash and co-founder of Elevation Capital Group.
  • Jeffrey Taylor – better known as Mr. Landlord – a real estate instructor, coach and author of The Landlord’s Kit, the best-selling book nationwide on the subject of property management.
  • David Zook, founder of The Real Asset Investor, whose investments cover a wide variety of real assets, multi-family complexes and ATM assets through the United States, including 3,000 apartment units in Memphis, TN. He has been educating and coaching investors for most of his adult life.
  • Glen Mather, President and CEO of NuView Trust Company, who speaks nationally on the topic of self-directed IRAs and has been featured in print and on television. He serves on the board of the National Entrepreneurial Center, the Forest Lake Education Center, is a graduate and sponsor of Lifework Leadership, and recently completed service with the Association of Corporate Growth.
  • Mike Cobb, co-founder of Exotic Caye International, an international bank headquartered in Belize that specializes in providing financing for North Americans purchasing properties in Belize, Honduras and throughout Central America.
  • Jason De Bono, Vice President of NuView Trust Company, with more than a decade of experience in the self-directed IRA who has appeared as a guest speaker across the country for various financial advisors, investment sponsors, attorneys, CPAs, and real estate professionals to actively educate and raise awareness about the power of holding alternative assets within retirement accounts.
  • Jane Bond, Managing Partner at McCalla Raymer, and skilled in default, litigation management, mediation, trial practice, and foreclosure-related issues. An avid real estate investor herself, Bond provides an inspirational story of how self-directed IRAs have changed her retirement.

The 5th Annual Planning for Prosperity Alternative Investment Symposium is slated for 8 a.m. until 5:30 p.m. on Friday, Sept. 8, at Orlando’s DoubleTree by Hilton resort. To kick off the events, a networking reception is planned for Thursday, Sept. 7, at The Ember restaurant in Orlando, where symposium attendees can meet with the speakers and panelists as well as one another the evening before the symposium. Limited seating is available, and tickets for the 5th Annual Planning 4 Prosperity Alternative Investment Symposium may be purchased online at a special discounted price of $89 – a $10 discount – through Sept. 7 or until sold out. A block of specially priced hotel rooms are available for symposium attendee at the DoubleTree by Hilton in Orlando.

Presented by NuView Trust, Planning 4 Prosperity is co-sponsored by Pinnacle Bank, Noble Capital, First Western Federal Savings Bank, Southeast Professional Title, Key Performance Hospitality Management, Homes To Own, MPCF, Consulting Group LLC, and Joyce Reid Capital. The co-sponsors will be on hand during the event to offer advice and information to symposium attendees.

“Our Planning 4 Prosperity symposium offers a judgment-free zone where novice and experienced investors alike can network, and learn about the variety of investment opportunities made possible with self-directed IRAs,” Mather explained. “We’re proud to bring together this exemplary group of experts, each with many years of experience in real estate and other alternative investment strategies. Participants will get advice on raising money for deals, tips to build wealth with rental property, learn how to diversify their investment portfolio with unique assets beyond real estate, and hear success stories from a panel of NuView IRA clients. As always, our intention is for people to leave with the knowledge they needed to make better investment decisions and help achieve their personal retirement goals.”

Founded in Central Florida as Entrust in 2003, NuView Trust Company, Inc. recently expanded its abilities to act as trustee for IRA accounts, no longer requiring a third-party custodial service. NuView Trust currently holds nearly $1 billion in assets for its customers, and has debuted a new-and-improved website with additional online capabilities and enhanced customer-service platform. Special events like Planning 4 Prosperity, free educational courses, conferences, videos, webinars, and blogs provide NuView Trust individual clients and financial professionals with the most up-to-date information to assist in making the right decisions for their specific retirement investment needs.

“Trust has always been in our DNA, now it’s in our name,” said Mather. “NuView specializes in self-directed IRAs, allowing investors to make investments in real estate, mortgages and notes, tax deeds and liens, precious metals, and private companies. Investing for retirement does not need to be purely mutual-fund or stock-market based. While other custodians often reject non-traditional investments, NuView’s administrative platform was designed with alternatives in mind.”

Personal, one-to-one connections between account managers and account holders is the NuView Trust standard. Investors can use the updated website portal to manage their investments from beginning to end, or connect with their personal account manager by phone or at a branch office.

For more information on the 5th Annual Planning 4 Prosperity Alternative Investment Symposium or NuView Trust Company, Inc., visit www.nuviewtrust.com or call (877) 259-3256. NuView Trust Company, Inc., is a South Dakota chartered non-depository public trust company subject to the regulatory requirements of the South Dakota Division of Banking.