NuView IRA Hosts Second Annual Planning for Prosperity, Benefits the Wheelchair Foundation

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The alternative asset symposium Planning for Prosperity, hosted for the second year in a row by the self-directed retirement administration company NuView IRA, will donate all proceeds from the day-long event in Lake Mary, Fla., to the Wheelchair Foundation.

NuView IRA will donate all the proceeds from its second annual alternative asset symposium, Planning for Prosperity, to the Wheelchair Foundation, which has provided more than 950,000 wheelchairs to people in need across the globe.

“We’re so thrilled to have help from NuView this year to promote the Hero Games, our annual charity race to benefit the Wheelchair Foundation,” said Mandi Howell, the Hero Games chairperson. “NuView is even giving us exhibitor space for last minute registrations and donations.”

The second annual Planning for Prosperity will bring top national speakers to the Central Florida area for the symposium, including the hosts of the popular The Real Estate Guys radio show Robert Helms and Russell Gray as keynotes. Joining the line-up this year is Mike Cobb, an international real estate developer with more than 14 years of experience in the field, J. Massey, author of the Rich Dad, Poor Dad-influenced Cash Flow Diary and host of the podcast by the same name, and Michael O’Donnell, executive director of the Office of Innovation and Entrepreneurship at the University of Central Florida and founder of Florida Angel Nexus.

Held at the expansive Orlando Lake Mary Marriott for the second year in a row, Planning for Prosperity will kick-off with networking and registration from 7:30 to 8:30 am, at which time opening remarks will begin. With breaks for mid-morning coffee, lunch, and an afternoon ice cream social, there will be plenty of time for attendees to network with speakers and exhibitors before the day ends at 5 pm.

“I love hearing about all the different investment opportunities that exist in the world of self-directed IRAs,” said Greg Bond, who attended Planning for Prosperity last year. “Every speaker had varying expertise, which kept the presentations interesting.”

NuView hosts regular events for clients and investors to learn more about self-directed IRAs and alternative assets. Planning for Prosperity, an extension of NuView’s educational campaign, will cover an array of alternatives from checkbook control IRAs to international real estate developing to investing in early-stage companies.

Investors interested in attending Planning for Prosperity can register online at Early bird tickets are just $129, and NuView clients receive discount pricing. All proceeds from Planning for Prosperity will be passed along to the Hero Games for an overall Wheelchair Foundation donation. To learn more about the Hero Games and the Wheelchair Foundation, visit

NuView IRA serves as a passive administrator that provides custody of alternative assets. NuView is not a fiduciary, and as such it does not provide investment advice nor does it sell investments. Founded in 2003, NuView IRA, along with its affiliates, holds over $700 million in assets through thousands of accounts nationwide, with all undirected funds FDIC insured to the legal limits. Types of alternative assets NuView custodies include real estate, precious metals, private placements, notes, and more.

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Lauren Joos
NuView IRA
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