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Main Monthly Meeting - November

with... Multiple Speaker(s)

Join us in hearing from CNB Custody about holding and investing in real estate within your self-directed IRA. Our vendor spotlight is Radon Ron. Networking starts at 6:30 and the main meeting starts at 7pm. See you then!

Wednesday, November 4, 2020

7:00 PM - 9:00 PM

Virtual ONLINE Event

This month we will be learning about self-directed IRAs and how they can be used to purchase real estate. The team at Community National Bank Custody will give a presentation on the subject and answer all your questions. If you have questions prior to the meeting please send them to Jenny at the email below. 

Also, our vendor spotlight this month will be Ron Rupp from Radon Ron. He will share a little about radon and how to deal with it as landlords. He will also give away a free radon test to a lucky winner in our monthly random drawing. 

We're still working on getting back to in person meetings as soon as we are told we can. In the meantime join us for this event if at all possible. See you then!

CNB Custody, A Division of Community National Bank, (CNB) has specialized in alternative asset custody for over 35 years, holding real estate, precious metals, and non-traded investments within IRAs. We pride ourselves on delivering a level of customer care and dedication unmatched in the industry.  CNB has built a solid reputation for providing exceptional customer service, accuracy, and competitive fees. CNB’s main headquarters is in Seneca, Kansas with branches in Tonganoxie, Basehor, and Sabetha. 

CNB’s team will present an overall view of holding real estate within an IRA, Roth IRA, or SEP IRA.  Various types of real estate can be held within an IRA, however, we will focus on residential and commercial properties.   If you have specific questions you would like us to cover, you are welcome to submit them prior to the meeting by emailing us at realestate@communitynationalbank.net or calling us at 800-680-0340.

Jenny Heiman                                                                                   

Senior Vice President of Operations

Jenny is a graduate of Kansas State University with a Bachelor’s degree in Business Management and has been with CNB for over 26 years.  She has experience in many areas of the custody division, especially with the recent launch of holding real estate within an IRA.

In her free time, Jenny enjoys tending to her salsa garden, spending time with her three grown kids, and is looking forward to her first grandchild in April.

Michelle Thomas                                                                             

AVP of Marketing & Business Development

Michelle has been with CNB Custody for over 13 years.  She currently oversees the New Accounts team and has prior experience in the CNB Settlements Department and has a vast knowledge of alternative investments and how they can fit into IRAs.

Away from work, Michelle spends her time with her husband and three boys.  She is active in her community and sons’ school and spends much of her time at her boys’ many sporting events.

Kellie Griffith                                                                                     

New Account Team – Real Estate

Kellie has been an integral part of the New Accounts team at CNB Custody for over 11 years.  Her focus is to provide exceptional customer service and apply her knowledge of IRAs and CNB operations to assist potential investors with investing in real estate through their IRAs. 

Kellie enjoys spending time with her boyfriend and their three kids outside of the office.  She enjoys watching movies, going on walks with her goldendoodle, and watching her daughter participate in gymnastics, dance, and other sports. 


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Non-Members:
$10.00
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Date:  Wednesday, November 4, 2020
Time:  7:00 PM - 9:00 PM


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