PDS Companies | ITM TwentyFirst University 
Course Schedule for 2016
Register Now For These Great Learning Opportunities!
FREE CE credit for CFP® and CTFA.   
Wednesday, January 27th - 1:00 pm (CDT)
2016 Oil & Gas Update
During this 2016 oil and gas update, PDS will discuss what's going on in the oil & gas market and the important contributing factors that mineral owners need to know. We will also explore leasing, drilling, sales, commodity price activity and explain how all of this affects the mineral owner.    

  
 
Presenter: 
Dana Church, Sr. Portfolio Manager, PDS Services 
 
This session is pending approval for 1 hour CE Credit for both CFP® and CTFA designations
Thursday, February 11th - 1:00 pm (CDT) 
DOL Proposed Fiduciary Regulation
The new Department of Labor's long-awaited re-proposed regulation on the definition of "fiduciary"  has grabbed the headlines in industry publications including the Wall Street Journal.  The regulation re-defined who is a "fiduciary" by reason of providing investment advice to a retirement plan or an IRA.  This session, provided by a leading ERISA and fiduciary law expert, will answer your questions and provide guidance on this timely subject. 
  
 
Presenter: 
Alexander P. Ryan, Of Counsel, Groom Law Firm  
 
This session is pending approval for 1 hour CE Credit for both CFP® and CTFA designations
Wednesday, February 17th - 1:00 pm (CDT) 
Pre-acceptance Process for Unique and Hard to Value Assets 
This session, focused on the pre-acceptance process for Hard to Value Assets, will provide a definition of "pre-acceptance" in the fiduciary context, a survey of the rationale behind the process, a summary of a standard approach and an overview of idiosyncrasies for pre-acceptance for each asset class in the Unique and Hard to Value Asset category: real estate, notes/mortgages, minerals, and closely
held businesses.
 


  
 
Presenter: 
Richard Jacobs, PDS Services 
 
This session is pending approval for 1 hour CE Credit for both CFP® and CTFA designations
Tuesday, March 1st - 1:00 pm (CDT) 
Self-Directed IRAs:  Proceed with Caution and Confidence  
Self-directed IRA's have become one of the nation's retirement essentials. Understanding how to administer them is a hot topic among Advisors and Trustees.  Managing and administering this asset can be tricky, but with the information in this session you will be able to move ahead with confidence.  This is a session many have asked for and we are lucky to have an expert in Self-Directed IRA's leading it.
  
 
Presenter: 
This session is pending approval for 1 hour CE Credit for both CFP® and CTFA designations
PDS Companies
 Kip West

877-737-2667

1301 South Bowen Road, Suite 335
Arlington, TX  76013
 
                          kwest@pdscompanies.com    http://www.pdscompanies.com
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