2020 Wealth Building Summit

  • Agenda

     

    Session times are depicted below:
      • 7:30 am - 8:30 amRegistration
      • 8:30 am - 9:30 amWelcome | Overview | Self-Directed IRA Foundations
      • 9:45 am - 12:00 pm7 Tax-Exempt Accounts
      • 12:00 pm - 1:00 pmWorking Lunch (Provided)
      • 1:00 pm - 2:00 pmSmall Dollar Transactions (HSA and CESA Accounts)
      • 2:00 pm - 3:00 pmLocal Investors Panel Discussion
      • 3:00 pm - 4:00 pmNetworking
      • 4:00 pm - 5:00 pmNote Investing