AGENDA 11:30 Networking 11:45 Lunch (Vegetarian available upon request) 12:15 Speaker: Henry Yoshida 1:00 Closing 401(k) VS. ALTERNATIVE RETIREMENT ASSETS Did you know you could use your 401(k) to invest in alternative assets and achieve 21st century diversification? It is now possible to use your retirement funds to invest in real estate, startups, cryptocurrency, and more without losing any of your tax benefits. Henry Yoshida will provide some insights and statistics about less-known alternatives to 401(k) to invest your retirement savings. SPEAKER: HENRY YOSHIDA Henry Yoshida is a serial entrepreneur and active angel investor. Prior to launching Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was ultimately acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm. He is also 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 PLANNERTM practitioner, a licensed real estate agent, and a former Merrill Lynch Vice President. He was formerly a two time finalist for PLANSPONSOR Magazine’s Retirement Plan Advisor of the Year and a 401(k) Leadership finalist for the American Society of PensionProfessionals 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.
starting on 2018-05-18 11:30:00
Address:
701 Brazos Street
78701 Austin
United States{flickr|100|campaign}
