AdvantaIRA Trust is Holding a Client Appreciation and Networking Event on April 15

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AdvantaIRA Trust is holding a major client appreciation and networking event on April 15th at the new Six Bends Harley Davidson. The event includes a nationally known comedian, live music, a local food truck, and hors d'oeuvres all while appreciating clients with exclusive giveaways and bringing investors and clients together to network.

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“After this event you’ll never look at tax day the same”

AdvantaIRA Trust is holding a major client appreciation and networking event on April 15th at the new Six Bends Harley Davidson. The event includes a nationally known comedian, live music, a local food truck, and hors d'oeuvres all while appreciating clients with exclusive giveaways and bringing investors and clients together to network.

The self-directed IRA administrator and 1031 exchange qualified intermediary, headquartered in Fort Myers, is holding an evening of celebration. Using a self-directed IRA or 1031 exchange, clients and investors are able to gain freedom from taxes, which is a great reason to celebrate. “After this event you’ll never look at tax day the same,” says Dave Owens, managing partner of AdvantaIRA Trust.

Comedian Ted Holum, featured on The Tonight Show, is the headliner at the event. The comedian can be seen performing all over the country as well as in other countries on cruise ships. Briz and Lady, a local husband and wife duo playing acoustic music, are hidden gems in Southwest Florida. The duo appeals to a wide array of listeners and plays multiple genres of music. Enjoy some ribs or a burger from the BurgerQue food truck. The local truck is dishing out great food while attendees enjoy live music and networking. There will also be a selection of hors d'oeuvres, beer, and wine to enjoy throughout the celebration.

Clients that attend can join in on the fun at no cost, which includes a free meal from the food truck and a complimentary glass of wine or beer. Non-clients and guests can enjoy the same fun that night for $10 in advance or $15 at the door. Additionally, all clients will receive exclusive giveaways. Everyone is eligible to participate in a 50/50 raffle that the other half of the funds will be donated to a local charity.

The last large event thrown by AdvantaIRA Trust had over 150 attendees. Spaces are limited so registration is required to attend.

Event: Tax Free Strategies Day!
Date: April 15, 2015
Time: 3:30-5:00 pm
Location: Six Bends Harley Davidson 9501 Thunder Road, Fort Myers, FL 33913
Cost for clients: No charge; cost for non-clients and guests is $10.00 in advance and $15.00 at the door. One meal from the BurgerQue food truck and one beer or wine is included.
Register: To register go to TaxFreeStrategiesDay.Eventbrite.com

About AdvantaIRA Trust

AdvantaIRA Trust is a self-directed IRA administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible within IRAs. AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control.

About Dave Owens

Dave Owens is the managing partner at AdvantaIRA Trust in Fort Myers, Miami, Gainesville, New England, and the Florida Panhandle. Owens opened the AdvantaIRA Trust headquarters in Fort Myers, FL in 2003. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a BS in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators.

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Brenda Whetsell
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