Monthly Luncheon: Alternative Assets Held Within Qualified Plans presented by J.P. Dahdah of Vantage Retirement Plans, LLC

  • 12 Mar 2020
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)

Registration


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Alternative Assets Held Within Qualified Plans

Over the past decade, alternative investments have become increasingly popular as more and more Americans desire increased control over their retirement savings.  In many instances, the attributes of directing retirement plan holdings into non-traditional private assets are clear -- greater ROI potential, reduced volatility, added diversification and non-correlation to stock market conditions. 

Attendees of this unique educational event will gain a comprehensive overview of:

  • The rules and guidelines governing the use of non-standard assets within qualified plans
  • Disallowable investments and prohibited transactions/self-dealing risks within retirement plans
  • Transactions subject to Unrelated Business and Debt Finance Income Tax (UBIT and UDFI)

Best practices on how to properly communicate to clients interested in investing into private investments with the qualified plans and how best to serve them.


Event Details

When:

Thursday, March 12, 2020

11:30am to 1:00pm

 

Where:

Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014

 

(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to info@wpbcphoenix.org.  



About J.P. Dahah, Founder & CEO of Vantage Retirement Plans, LLC

J.P. Dahdah is the Founder and CEO of Vantage, a boutique alternative asset custody company specializing in serving investors and investment advisory firms who seek to diversify retirement plan savings directly into illiquid alternative investments, such as but not limited to, real estate, private equity, private placements, LLCs, LPs, private stock, Reg A+ offerings and private notes.  Registered Investment Advisors (RIAs), Independent Broker Dealers (IBDs), Alternative Investment Sponsors, Third-Party Administrators (TPAs), Pension Consultants, Attorneys, CPAs and other trusted advisors choose Vantage for their expertise, vast experience, personalized level of service and guidance sought out by their affluent clientele.

As a recognized thought leader in the retirement industry, Mr. Dahdah is continually asked to be a featured speaker at financial conferences nationwide. He has been quoted in national publications including InvestmentNews, NuWire Investor and The Wall Street Journal. Throughout his 22-year financial career, J.P. has received a multitude of awards and recognitions, which include being awarded the prestigious “Entrepreneur of the Year” by the Arizona Hispanic Chamber of Commerce, being honored by the Phoenix Business Journal and the Arizona Hispanic Chamber of Commerce with the “Forty Under 40 Award”, and for being one of the Arizona’s most influential leaders in the community.  In 2019, he was also one of the twenty-five honorees of the prestigious “Most Admired Leaders” award presented by the Phoenix Business Journal.




The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter event

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