- Tuesday Aug 13, 2019
- Start Time: 11:30AM
- End Time: 1:00PM
- Austin Country Club
FPA Austin August Lunch Meeting
Tuesday, August 13, 2019
11:30 – 1:00 pm
Austin Country Club
Topic: Holding Alternative Assets in IRA’s
Speaker: Henry Yoshida, founder of Rocket Dollar
CFP CE: 1 CE applied
$9.5 Trillion are stuck in IRAs invested in stocks, bonds, and mutual funds and their retirement dollars are at the whim of the market. Henry Yoshida, CFP, Co-Founder of Rocket Dollar will talk about unlocking IRAs and 401(k)s to discover new quantitative investment concepts and diversifying retirement accounts using non publicly traded investments as well as much more.
Learning Objectives: Educate Advisors on why alternative and non-standard assets are important asset allocations to a diversified portfolio and how best to obtain these investments in a tax efficient manner. Analysis on how non-publicly traded investments can diversify portfolios and their income generation during downturns and volatile times of the market.
1:10 – 2:00 pm
Knowledge Circle (extra CE opportunity)
Topic: Growing Your Business with Exchange Traded Funds
Speaker: Scott Dawson, First Trust Portfolios
Prior to Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm.
He is a NextGen Venture and Central Texas Angel Network Partner, as well as a Techstars and Capital Factory mentor. In addition, Yoshida is a CERTIFIED FINANCIAL PLANNER™ and a former Merrill Lynch Vice President. He was a two time finalist for PLANSPONSOR’s Retirement Plan Advisor of the Year and a 401(k) Leadership finalist for the American Society of Pension Professionals and Actuaries.
Yoshida graduated from The University of Texas at Austin and holds an MBA from both the Johnson School of Management at Cornell University and Queen’s University in Canada. He resides in Austin with his wife and two daughters.
- Lunch reservations are required by all. If you do not receive an email confirmation when you register, your registration did not go through. Please try to register again or contact firstname.lastname@example.org.
- Austin FPA Members and Partners- Free
- Guests – $60
- Those who show up without a reservation will be placed on a wait list at the door and seated as space becomes available.
- FPA is committed to pay for every reservation made. If you cannot keep your commitment, please call 512-261-4159 or email email@example.com to cancel by Thursday, August 8th. No-shows will be billed $50.