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Thursday, September 7, 2017 LivePassaic County Chapter

IRAs: Traditional, Roth, Self-Directed (E1709539)

8:30 AM - 10:30 AM EDT

Registration: 8:00 AM EDT

Brownstone House

351 W. Broadway
Paterson , NJ 07522

2 CPE Credits in TX

OVERVIEW

Don't miss this informative session. Topics include traditional, roth, and self-directed IRAs.

BENEFITS

Earn 2 CPE credits in Taxation.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early birds save $15 late fee applied after 9/5. Season Pass holders must register for each event.



For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTOR

Jay Goldblatt

Jay Goldblatt

Consultant

Broad Financial

Jay Goldblatt is a consultant for Solo 401Ks and Self-Directed IRAs at Broad Financial. Since 2009, Jay has taught thousands of people in every state of the US how to free up millions of dollars of retirement money to invest in things they want and control. They have bought and invested in: Real Estate, Loans, Gold, Bitcoin, Tax Liens, Private Placements, Businesses and the list goes on and on. He has a consultative approach coupled with a passion for helping the client accomplish their goals. He provides cutting edge, creative solutions to a diverse clientele all within IRS guidelines.

Jay has a bachelor’s from Binghamton University and has been a small business owner since he was 11. When he is not freeing up retirement funds, you can find him spending quality time with his family.

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form