My Wealth Spa - Indian Wells, CA

1. What to do with those old 401K accounts!
2. The 5 most important questions you need to ask when setting up a self directed IRA.
3.  The best assets for this economy and how to get them in your IRA!
4.  What it is going to take to recover and create wealth in this economy.
5.  What transactions are prohibited according to the IRS.
6. The simple 4 steps to setting up an IRA that will create wealth in almost any economy.
7. The IRA acceleration Program that will double your assets in less than a month. Legally!
8. PLUS a BONUS section on the ROTH IRA 2010! Is this right for you? And How can you benefit this year!

Being smart about your retirement savings and about accumulating assets that will grow to meet your needs is important to creating the lifestyle you want for yourself, your family, and your favorite non-profits. 

My Wealth Spa delivers the knowledge and resources necessary for you to make decisions about your retirement planning and re-frame the way you think about investing in real estate for retirement.  The dynamic duo at My Wealth Spa have assembled a team of Self Directed IRA and Real Estate professionals that come together to teach you about the best way to Self Direct your IRA (including answering the Roth conversion question) and the wide variety of assets you can put in your Self Directed IRA today.

Held at a beautiful spa resort, My Wealth Spa is structured to encourage action not just learning.  Our clients report that after attending a My Wealth Spa event, they felt a sense of relief and relaxation knowing that they were in action and moving forward.  In fact, My Wealth Spas are typically scheduled on a Saturday, Sunday, Monday so that clients have an opportunity to call their team (CPA, Financial Advisor, IRA Custodian) during business hours on Monday. 

The three day Financial Wealth Spa is a hands-on event that will get you into action.  We deliver in depth education on all aspects of self directing your retirement accounts and detailed analysis of 5 unique asset classes that can be added to your retirement planning.

20 spots are available for this personalized event and it is held in beautiful locations around the country.  The size of the event is purposely kept small to ensure that all participants receive individual attention.

If you need some assistance getting into action, this is the event for you.  You will leave with all the knowledge necessary to make informed decisions about your retirement planning.

See you there.