November Meeting - Self-Directed IRAs - Legal, Tax, Planning, and Administrative Perspectives
Buddy Sliva, The Entrust Group
Garry Shea, CFP®, AIF®, Shea & Harley Family Wealth Consulting & Management
David Green, CPA/PFS, CFP®, AEP®, David Green CPA PLLC
William A Buckholdt III, JD, LLM, Randall & Danskin P.S.
The dinner meeting will commence with a social time at 5:15 p.m., a buffet dinner beginning at 5:45 p.m., a business meeting at 6:15 p.m., followed by a guest speaker at 6:30 p.m. The meeting is planned to adjourn at approximately 7:30 p.m.
- Nov 2011 - Buddy Sliva Entrust Bio
- Nov 2011 - Buddy Sliva Outline
- Nov 2011 - David Green Outline
- Nov 2011 - Garry Shea Outline
- Nov 2011 - Speaker Contact Information