Private Annuity Trusts

The S.E.C. Education Foundation

is proud to present:

“Private Annuity Trusts”
Daniel S. Ahmad

Sunday, November 12, 2006, from 8:30 to Noon & 1:30 to 5:00,
in Ontario, California, Daniel S. Ahmad will present “Private Annuity Trusts.”

This course is DRE approved for 3 hours of continuing education credit in California.

Dan Ahmad, founder and President of Quantum Advisors, helps business owners, real estate owners, professionals and other individuals planning for financial success, to create, protect, manage, and distribute their wealth. His comprehensive asset protection strategies help clients retain more of their resources, to better build their financial security, and insulate them from potential liability.

This course will include the following topics:

  • The Next Stage of Wealth Planning with Real Estate (Passive Investment)
  • Seven Tax Efficient Selling Strategies to Eliminate Current Capital Gains Taxes
  • Structuring the Private Annuity Trust Transaction
  • The Charitable Private Annuity Trust
  • Case Studies of Implementing Private Annuity Trusts

COST: $69.00

Register Online for “Private Annuity Trusts” at and click the Education Only menu tab to register for this course. You may pay your fee via credit card online, or by mailing a check to the S.E.C. Office.


Register Online for “Private Annuity Trusts” at when you register for the marketing session by clicking the Guest Meeting Registration menu tab. Your fee for the course will be added to your meeting fee, and can be paid with a credit card.

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