Self-Directed IRA and 401(k) for Wealth Building in Estates
Meeting Location:
Ruth Eckerd Hall ~ Margarete Heye Great Room - DIRECTIONS
1111 N. McMullen Booth Road
Clearwater, FL 33759
Advance reservations are required.
Members - FREE (Included in Annual Dues)
Potential Members - FREE (1st Time Guests that are potential members)
Guests - $25.00
Jon A. Galane, CISP has been in the financial planning and investment business for over 32 years and held several National Association of Securities Dealers licenses including Broker/Dealer Supervisor and Licensed Investment Advisor. During his career, he has been a top producing investment advisor with Morgan Stanley, earning the title Vice President, and was the well-respected sales manager of the Las Vegas Complex. As a successful professional business person he was recognized in the 2002 edition of the National Register’s “Who’s Who, Executives and Professionals” and the 2011 Heritage “Who’s Who” register.
Jon is currently a member of the American Banking Association and Institute of Certified Bankers as a Certified IRA Services Professional (CISP). Jon is also a nationally recognized speaker on self-directed IRAs, real estate investing, and economic strategies. His accolades include speaking with: Lee Arnold, Robert Shemin, New York Times and Wall Street Journal bestselling author of 13 books and real estate investment mogul Ron LeGrand, Tom DiAgostino, and many others.
Jon is principal of Mountain West IRA, Inc. As a published author on self-direction using asset allocation and diversification, he coined the term “Alternative Asset Allocation Portfolio.” He has in the past hosted the radio show “How to Self-Direct Your Retirement”, the only show in the nation at the time on investing your retirement plans in real-estate related investments.
Megan Galane, Director of Business Development, is a member of the American Banking Association and Institute of Certified Bankers as a Certified IRA Services Professional (CISP). She moved to Clearwater, Florida from Salt Lake City, Utah after completing her Bachelors of Science in Exercise and Sport Science. In her free time, Megan enjoys all things real estate and soaking up the Florida sun with her dog Baby.Megan acts as a point person for potential clients, she also provides training to the Business Development Team to ensure a positive experience for potential clients and clients.
