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The Peter Thiel Effect: How to Build Tax-Free Generational Wealth Through Private Equity Investments Inside Your IRA!!
January 11 @ 12:00 pm - 1:00 pm
In 1999 Peter Thiel, Founder of PayPal, used his self-directed IRA to purchase shares of his
start-up at $.001/share. Not long thereafter the value of PayPal grew exponentially and Mr. Thiel
became the proud owner of his very own tax-free investment bank. Congressional scrutiny and
IRS enforcement has made some (but not all) of Mr. Thiel’s strategies illegal for the rest of us.
Today, you will learn:
● The best self-directed vehicle for Private Equity Investments (PEI)
● The current landscape for acceptable structuring of PEI’s
● How to identify the best risk adjusted PEI’s
● Why Cannabis legalization can keep you ahead of the PEI regulations
Although current regulations look to limit the size and structure of “Mega IRA’s”, there is still
plenty of opportunity to amass sizable wealth inside your self-directed vehicles. Come prepared
with an open mind and ready to take notes!!
Charles M. Harris Jr. is a native of Philadelphia, PA and a product of John Bartram High School.
Despite having very few positive influences and role models, Charles would go on to attend
college at Kutztown University of Pennsylvania. After two years as an Accounting major at
Kutztown, Charles transferred to Temple University to pursue his dream of playing Division I
After suffering a serious knee injury Charles turned his full attention to his education and
changed his course of study to Actuarial Science and Finance. He would go on to graduate from
Temple University in 1995 with a Bachelor of Business Administration degree in Finance. Upon
graduation Charles took a position with Ford Motor Credit Corporation and began furthering his
education by enrolling in a Master’s Degree program at Temple University.
In November of 1997 Charles was called upon by his former college teammate to oversee his
investment portfolio. Charles discontinued his studies and took a position with then Smith
Barney as a Financial Consultant. After achieving immediate success and recognition councils,
Charles was recruited away to join then Paine Webber in early 2000. By the time Charles joined
his new firm he had built a well-recognized and sizable clientele in the sports and entertainment
In 2001, in an effort to better serve the needs of his client base, Charles left the corporate wire
house structure to form his own financial services firm Athletic Business Management, Inc.
(ABM). In 2005 ABM merged with Gee Financial Group to form The Sports and Entertainment
Financial Group, LLC (SEFG). SEFG remains one of the most recognizable business
management firms in the world today. Charles sold his interest in 2011 and returned to his
financial roots when he joined New York Life Insurance Company in 2013.
Today, Charles oversees the Financial Planning firm, Wealth Our Way (WOW). WOW provides
financial planning services to those previously shut out from top tier financial advice. WOW has
as its core, the motto: Wealth is not only for the wealthy….
Charles is a member of the Temple University General Alumni and Black Alumni Associations,
as well as the Temple Owl Club. Charles has served as an advisor to the Andre Iguodala Youth
Foundation and the Channing Frye Foundation. In addition, he is a much sought after guest
speaker at schools and universities throughout the country as well as at NFL & NBA
symposiums and programs.
In his spare time, Charles is an avid golfer and top flight Scrabble and Spades player. Charles
and his lovely wife Regina are the proud parents of ten wonderful children. Charles has offices in
both the Greater New York and Philadelphia areas as well as the Greater Atlanta region.
(This webinar will be recorded)
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