Webinar Archive
Webinar Series in:
Each month PENSCO Trust hosts a free live webinar on a range of topics that interest self-directed IRA investors. These webinars are archived so that you may listen and learn at your leisure.
2012 Webinar Series
How to Prevent, Detect and Mitigate Fraud
February 8
Hosted by Tom Anderson
| Download a PDF of the Presentation | Listen to the Presentation |
2011 Webinar Series
Is Gold the Latest Bubble Market?
November 2
Hosted by Tom Anderson
Guest Speaker: Michael Williams, Strategic Gold
| Download a PDF of the Presentation | Listen to the Presentation |
Today's Real Estate Investing Landscape
October 5
Hosted by Tom Anderson
Guest Speaker: Jan Brzeski, Arixa Capital Advisors, LLC
| Download a PDF of the Presentation | Listen to the Presentation |
Investing in Sustainability is About Investment Fundamentals
September 14
Hosted by Tom Anderson
Guest Speaker: David Chen, Equilibrium Capital Group
| Download a PDF of the Presentation | Listen to the Presentation |
Everything You Want To Know About Self-Directed IRAs
August 3
Hosted by Tom Anderson
| Download a PDF of the Presentation | Listen to the Presentation |
How To Retire Happy
July 13
Hosted by Tom Anderson
Guest Speaker: Jeff Sibel, Real Estate IRA University
| Download a PDF of the Presentation | Listen to the Presentation |
Real Estate Investing In 2011: Best Kept Secrets Revealed
June 8
Hosted by Tom Anderson
Guest Speakers: JP Newman, Adrian Lufschanowski, Principals Capital Funding
| Download a PDF of the Presentation | Listen to the Presentation |
Washington Update
May 4
Hosted by Tom Anderson
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Benefits of Demographic Investing in Real Estate
May 4
Hosted by Tom Anderson
Guest Speaker: Jason Van Dusen, Grubb & Ellis Capital Group
| Download a PDF of the Presentation | Listen to the Presentation |
How To Buy International Real Estate With Your IRA
January 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
2010 Webinar Series
Alternative Investments in 401(k) Profit Sharing Plans + Year-end Tax Strategies
December 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Opportunities in Private Equity in Emerging Markets
November 3
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Probate Real Estate Investing + Due Diligence Tips & Resources for Private Equity Investing
October 6
Hosted by Tom Anderson & Robyn Levin
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Which market is more ripe for self-directed IRA investors today and why? & How to invest in short-term rehab loans
September 1
Hosted by Tom Anderson & Robyn Levin
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How to Leverage Your IRA + Where & How to Find Income & Appreciation at 1987 Prices
August 4
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to invest in commercial real estate private partnerships & why now is the time
July 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Invest Your IRA in Managed Futures & How to Invest in Private Real Estate Funds
June 2
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Co-invest in Commercial Real Estate & Tips to Evaluate Investment Sponsors
May 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Ensure Financial Oversight & Self-Directed IRA Investment Options - REITs & PPMs
April 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
5 Reasons To Buy Rental Properties Now With Your IRA & How To Handle "Hard-to-Value" Assets
March 3
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Choose a Financial Advisor & Mortgage Pool Investing
February 3
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
2009 Webinar Series
Top 10 Year-end Tax Tips Plus How to Buy/Sell Notes with Retirement Funds
December 2
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
2010 Roth IRA Strategies
November 4
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Due Diligence Tips for Investors and Top Red Flags
October 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How To Build Retirement Wealth in Tough Times
September 2
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Tax Implications of Self-Directed Investing and How to Buy and Sell Real Estate-Secured Notes Online
August 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Private Note Strategies for Your IRA
July 1
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Finding Funding In Difficult Times AND Why Structured Settlement Annuities May Be a Good Investment for Your Retirement Fund
June 3
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Listen & Learn from Successful IRA Investors & Professionals: How to take advantage of today's unprecedented real estate and financial markets
May 6
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Profit Strategies in Down Market with Alternative Assets
April 1
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Diversify Your IRA into Tax Liens, Trust Deeds and More
February 4
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Hands-free Income Producing Investing with IRAs and Smart Strategies for 2009
January 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
2008 Webinar Series
Tom's Top 10 Tips
December 3
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
IRA Strategies Now That Will Help You Later
November 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Exit & Distribution Strategies for Your Retirement Plan and Tax Lien Investing
October 1
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How & Where to Invest in Multi-Family Properties
September 3
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Invest in Notes & Trust Deeds With IRAs & Pension Funds
August 6
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Tax Strategies to Improve Your Retirement
July 2
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How You Can Benefit from the Mortgage Meltdown with Retirement Funds
June 4
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Private Money Investing With Your Retirement Funds
May 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Undiscovered Real Estate and Retirement Investing Strategies Despite a Cold Market
April 2
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Maximize Your IRA Growth and Minimize Your Taxes
March 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Private Equity Investing With Your IRA
February 6
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
IRA Distribution Strategies And More
January 9
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
2007 Webinar Series
Smart IRA Tax Tips And How To Benefit With The Solo(k)
December 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Self-Directed IRA Investor Panel: Listen to IRA Investor Success Stories with Real Estate and Private Equity
October 3
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Cash Flow Analysis of Real Estate Projects: Inside and Outside an IRA, and Pros & Cons of of Investing Your IRA in an LLC
September 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Self-Directed IRA Scenarios: Get Answers From the Experts
August 1
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
New Solo(k)s For Self-Employed Retirement
July 11
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Hard Money Lending Using IRA Funds
June 6
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Invest in a Start-Up Business Using Your IRA
May 2
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Anatomy of a Commercial Real Estate Transaction Using Your IRA
April 4
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
IRA Wealth Preservation: Using the "IRA Stretch and Protection Trust" to Ensure Your IRA Wealth Dynasty
March 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Discover new ways to invest your IRA into notes, mortgages, trust deeds and more...
February 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Learn How to Value Real Estate Investment Properties
January 10
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
2006 Webinar Series
Connecting Self-Directed IRA Investors with Business Ventures - Challenges and Solutions
December 6
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How Your IRA Can Benefit From UBIT (Unrelated Business Income Tax) and Leverage
November 1
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Taking advantage of the new Solo(k) and Retirement Plan Distributions and Exit Strategies
October 4
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
IRA investing in pre-construction, condo-hotels and more...
September 6
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Invest in Land Trusts and Structure an LLC for an IRA
August 2
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
IRA Investment Strategies
July 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Non-Recourse Financing: Learn how to purchase leveraged property with your IRA
June 7
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
1031 Exchanges by SOS 1031, Charitable IRAs, and Investor Success Stories
May 10
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Leverage IRAs to Grow Your Business: For Real Estate Agents, Mortgage Brokers & Financial Professionals
May 3
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
A Cost-and-Time-Saving Asset Protection Tool For The Serious Investor
April 5
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
Private Equity Investment Strategies Including How To Invest In Startup Businesses
March 1
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
What CPAs Don't Know That They Need to Know About Self-Directed IRA Investing; Move your business beyond tax returns
February 8
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
How to Invest an IRA into Leveraged Real Estate and More Smart Financial Planning
February 1
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
The Solo 401(k) and the New Solo Roth
January 4
Hosted by Tom Anderson & Robyn Levin
| Download a PDF of the Presentation | Listen to the Presentation |
2005 6-Week Audio Conference Series
Effective Ways to Use LLCs for IRA Investments
October 12
Hosted by Tom Anderson
| Listen to the Presentation |
Tax Strategies and Solutions
October 5
Hosted by Tom Anderson
| Listen to the Presentation |
Building and Structuring your 'Real Estate IRA'
September 28
Hosted by Tom Anderson
| Listen to the Presentation |
Lending from your IRA
September 21
Hosted by Tom Anderson
| Listen to the Presentation |
Real Estate Investment Strategies Using IRA Funds
September 14
Hosted by Tom Anderson
| Listen to the Presentation |
Expanding Your Business Through Self-Directed IRAs
September 7
Hosted by Tom Anderson
| Listen to the Presentation |
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