World Tree presents:

IRA for Impact

Investing how you want, in what you want

World Tree presents:

IRA for Impact

Investing how you want, in what you want

Wednesday, October 19th

2:00 PM (PT)

Watch the Recording

Find out how you can use your IRA to invest in the companies you love most by joining our experienced panel for this educational webinar.

We all know that an IRA is a good way to save for retirement. Through your IRA you can place different types of conventional investments including stocks, bonds, mutual funds and ETFs. 

But did you also know that you can also set up a self-directed IRA (SDIRA) that can hold a wide assortment of alternative investments including private placements, equity crowdfunding campaigns, real estate, and cryptocurrencies?  

These types of investments not only diversify your portfolio, you can hold on to them for longer periods of time and help provide a hedge against inflation.

Learn from our Experienced Panel

Jina Penn-Tracy

Jina Penn-Tracy is passionate about leaving this world a better place. Jina believes that comprehensive planning allows individuals, businesses, and nonprofits to make more ethically aligned and influential decisions regarding the spending and investing of their money.

A cancer diagnosis at age 19 led Jina to years of consumer activism around issues of chemical contamination in our environment and especially the food system. After co-founding a rapidly growing import company in the 1990s, Jina shifted careers in 2004 to become the type of financial advisor she wished she could find; an advisor focused on utilizing the power and influence of money to make positive changes
in the world.

In 2019, early life trauma led her to found the nonprofit, Children’s Theatre Alumni Survivors Fund (CTA Wellness). Jina is the President of the Board of CTA Wellness. Since 2014, Jina has volunteered with the Carbon Divestment Coalition in Minnesota, committed to seeing the MN state Pension funds divested from the top 200 carbon-holding companies.

Jina has been quoted in Financial Advisory Magazine, The Wall Street Journal, and Investment News as well as local Minneapolis media. In 2020, Jina hosted an event at Climate Week for the UN.

Jina and her husband just completed the construction of their Net Zero home walking distance from the Minneapolis Centered Wealth Office. Jina enjoys world-wide travel, gardening and her energetic dogs, Matteo and Guinness.

Jina Penn-Tracy

Co-Founder, Co-Owner and Senior Wealth Manager
Centered Wealth

Tyler Hood

Tyler Hood is the Relationship Success Supervisor for NuView Trust, an IRA custodian specializing in the custody of alternative assets.

Tyler oversees a team of Relationship Managers who are tasked with both servicing and educating the advisors, investment sponsors, and end clients who use NuView to custody their investments.

He has been with NuView since October 2017, working in multiple departments including both operations and sales, and has helped with the inception of the Relationship Management team NuView offers today.

Tyler Hood

Relationship Success Supervisor
NuView Trust

Dr. Cathy Key

Dr. Cathy Key has been working with the Empress Splendor tree (Paulownia) for 8 years.

She has been instrumental in the rollout of cutting-edge audit processes, supply chain diversification and management of biological assets.

Cathy launched and managed a software company for 15 years, working with companies that included Telus and Johnson and Johnson.

With a PhD in Anthropology, specializing in the economics of cooperation, Cathy brings a diverse skill-set to the organization.

Dr. Cathy Key

President and CBDO
World Tree

Robert Khoury

Robert J. Khoury is the co-founder and CEO of Agile Rainmakers, a high-impact business development consulting and advisory firm based in Chicago’s Gold Coast.

His 20+year career in the financial industry has seen him in many roles: an equity derivatives trader, portfolio manager, corporate strategist, chief operating officer, recruiter, hedge fund executive, and private equity investor.

Rob earned a BSE in Electrical Engineering at Princeton University and his MBA in Finance and International Business from Duke University’s Fuqua School of Business.

Robert Khoury

CEO
Agile Rainmakers

Invest in the Eco-Tree Program through an IRA

One of the other main advantages of a SDIRA is you can use them to invest in the things that really matter to you such as climate change solutions and alleviating poverty. 

 You can use funds in a SDIRA to make an investment in World Tree’s Eco-Tree Program while retaining all the advantages of an IRA.

You may also qualify to have World Tree cover your SDIRA account fees for up to 10 years!

Our experienced panel to provide a SDIRA 101 to our community. Youll learn whats involved, what it costs, how to get started – and more:

 

  • What is a self-directed IRA (SDIRA)?
  • What are the advantages and disadvantages of a SDIRA versus a regular IRA?
  • How you can use your SDIRA to invest in World Tree’s Eco-Tree Program.
  • How to set up a SDIRA and what it costs.
  • How you can qualify to have your SDIRA account fees covered for up to 10 years by World Tree.
Watch the Recording

To find out more, schedule a call with a member of our investor relations team.

Disclosure

Centered Wealth is not a registered broker-dealer nor a registered investment advisor. Centered Wealth and Vanderbilt Financial Group are separate and unaffiliated entities. Jina Penn-Tracy and Stuart Valentine are registered financial advisors under Vanderbilt Advisory Services. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade Insurance Services offered through Vanderbilt Insurance and other agencies Supervising Office: 55 Main Street, Suite 415 Newmarket, NH 03857 603-659-7626 For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

This presentation is not a solicitation to purchase any securities and is for informational purposes only. All investing involves risk. Please refer to the appropriate offering documents and the prospectus should you wish to invest additional funds.