Trust Administration for Self Directed Retirement Plans
Events
We regularly make presentations on non-traditional retirement investment options to groups of interested investors, either by special arrangement or at the group's regularly scheduled meeting.
How do I evaluate tax and accounting experts that specialize in IRA/401k investing?Advanced registration for presentations and events is recommended -- space fills quickly!!! An asterisk (*) in the schedule below indicates a sponsored conference, paid event, etc. that may have restricted attendance and require advance registration. When registering, please provide your name, phone number and the best time to contact you.
Do You Need a Speaker for your Group or Organization?
Steven Miszkowicz, President and Managing Member of Chicago Administration Trust Services, is available for professional presentations, classes and private consultation. For more complete information about Steve or scheduled events, please contact us at 312-819-0960.
Classes
- Introduction to IRA Investing -
DePaul University, Department of Continuing Education - Advanced IRA Investment Strategies -
DePaul University, Department of Continuing Education - Effective Analysis for Investment Real Estate
DePaul University, Department of Continuing Education
Presentations
Listed are examples of past presentations
- 2006 Financial Forum - “The Great Wealth Transfer”
Financial Forum, Chicago - Use of Self-Directed IRA’s and 401(k)’s in the Purchase
and Financing of Commercial Real Estate
The 40 Club
REAA - The Real Estate Advisor Alliance Group - Using Self Directed IRA’s and other Qualified Retirement Plans
for Real Estate Investment
CzechoSlovak League for Financial Institutions - How to Buy Real Estate with your Self Directed IRA’s and Qualified
Retirement Plans to Build True Wealth
Co-presenter, Chris Bird Seminars, Florida and Arizona - Using Self-Directed Retirement Plans and Pension Programs for Commercial
Real Estate Purchase and Financing
CCIM – Chicago Chapter - Using IRA’s and 401(k)’s to Invest in Real Estate and
Non Traditional Assets in Illinois
Lorman Education Services - Real Estate Development from Beginning to End In Wisconsin
Lorman Education Services - Introduction to IRA Investing
Coldwell Banker Exchange, Des Plaines, IL - How to Invest in Costa Rica, Panama & Central America Using
your Self Directed IRA or 401(k)
DePaul University
Please check back regularly for updates to our schedule.