What Can Your Retirement Plan Do For You! No Matter the Market!

[Katherine Blazer]

Thank you so much for your interest in joining us for our virtual conferences!

In an attempt to keep your, our instructors and staff safe during these times, we are hosting classes via GoToMeeting. Please get your ticket below, with the Eventbrite link. In the confirmation of your ticket, we will send you this class's unique login.

https://www.eventbrite.com/e/what-can-your-retirement-plan-do-for-you-no-matter-the-market-tickets-113521245100?aff=BiggerPockets

Edwin Kelly is America’s leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized Trust Company.

Prior to founding Specialized Trust Company, Edwin helped grow one of the largest Self- Directed IRA Custodian's in the industry.

Edwin is an avid educator, adding value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self-Directed IRA options has made Edwin a popular and engaging speaker who is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States.

Topics he is frequently asked to speak about include:
What the average person can do to take charge of their finances so they can stop worrying about money and can look forward to a comfortable retirement
Little-known investment strategies that have helped people retire sooner than they expected
Completely legal secrets to growing wealth tax-free

Specialized Trust Company is a member of RITA (The Retirement Trust Association). Edwin attended The Ohio State University and holds an MBA from Franklin University. He is the co-author of the bestselling book Leverage Your IRA. He is currently writing his next two books, The Retirement Dilemma and 7 Specialized Strategies You Can Implement to Solve It as well as The Shift.

Specialized Trust Company was built on a foundation like no other provider in the market. With over 25 years of experience in the Self-Directed IRA industry leading the helm, we have the most tenured team in the industry, hands down. How this team came together is a story that you can relate to, especially if you’re in the corporate world. We (Edwin Kelly and Keith Marsh) helped lay the groundwork and accelerate the growth of a Self-Directed IRA custodian, elevating it to become one of the largest custodians in the country... only to have that company turn its back on us. Driven to make an impact in the industry, we moved on with our client-centric way of operating. There comes a point where you decide something needs to change. (Maybe you can relate) The decision was, enough is enough, we are going to do this the right way... start, build, and ingrain premium service and customized support in a self-directed retirement plan provider. We gathered the most senior team in the industry – a team of experts that have a true passion for self-directing the right way. Together we launched Specialized Trust Company. At Specialized Trust Company, we always place you, our client, first with the premium service and customized support you need to achieve success.

Specialized Trust Company – your money, your future, your way.