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PENSCO Webinar: Due Diligence Tips for Investors and Top Red Flags

October 7, 2009

Rick Matta will serve as a speaker on the PENSCO Trust Webinar, "Due Diligence Tips for Investors and Top Red Flags" on October 7, 2009 at 2pm ET.  Topics covered will include:

  • The "Checkbook LLC"
  • Any transaction involving a family member
  • "Coinvesting" personal and IRA money
  • Real estate you intend to occupy someday
  • Your own business (with exceptions)
  • Anything "recommended" by a financial adviser who gets paid more if you invest

For more information, please visit: http://www.penscotrust.com/education/events/webinars.aspx