May 2013 Lunch Meeting

Supercharge Your Retirement Planning through Self-Direction

As entrepreneurs, we are accustomed to making our own business decisions.  So why not apply that to our retirement accounts?  Entrepreneurs often have expertise in other areas that can be investment vehicles – perfect for self-directed retirement accounts which allow for diverse, alternative investments.

Self-directed retirement accounts allow individuals to build retirement wealth with alternative investments not allowed in typical IRAs. Entrepreneurs are wise to learn about the many options and benefits of self-direction as a retirement strategy – especially those who might already be investing in those nontraditional investments outside of their IRA or SEP plan - such as real estate, precious metals, commercial paper, hedge funds, and much, much more.

Knowing about these other options for supercharging your retirement account makes for good business!

About the Speaker

Jaime Raskulinecz

Jaime Raskulinecz is the CEO and founder of Next Generation Trust Services in Roseland, New Jersey, which specializes in comprehensive account administration and transaction support services for self-directed retirement accounts. She was inspired to start her own firm in 2004 due to her desire to make real estate investments within her retirement accounts, and being unable to find a company to help her make these transactions. As CEO of Entrust Northeast, LLC, which was part of a national network of third-party administrators of self-directed retirement plans, she led the company from start-up to over $150 million in holdings in just five years. She decided to break away from the national network to start her own truly independent firm and in 2011 the company emerged as Next Generation TS, LLC, an independently owned and operated corporation.

 A long-time real estate investor herself, Ms. Raskulinecz has worked full-time in the real estate industry since 1994 and is a certified property manager (CPM). She is a New Jersey licensed real estate broker and an active member of many national and statewide real estate organizations. She is also the CEO and a principal of Rainbow Property Management, a real estate management firm which is one of only 19 firms in New Jersey to be awarded the prestigious Accredited Management Organization credential from the Institute of Real Estate Management.

 A recognized expert in the field of real estate investing within self-directed retirement plans, Ms. Raskulinecz has been interviewed frequently by and has contributed articles to prominent real estate and investment publications. She was recognized by Real Estate New Jersey as one of its 50 Women of Influence for 2008 and 2009, by the New Jersey Association of Women Business Owners (NJAWBO) as one of the 30 Most Successful New Jersey Women Business Owners (2008) and by NJBiz as one of New Jersey’s Best 50 Women in Business (2009).  She was honored this spring by the Essex chapter of NJAWBO as its 2011 Business Woman of the Year and in the fall of 2011 by Own It Ventures and New Jersey Monthly magazine as a Leading Woman Entrepreneur of the Year. 

Jaime J. Raskulinecz, CPM^®, CEO
Next Generation Trust Services
Roseland, NJ 07068
973-533-1880
info@nextgenerationtrust.com
www.nextgenerationtrust.com

Pre-registration pricing:

Members: $25
Non-members: $35

At the Door pricing:

Members: $30
Non-members: $35 

Register Now!