Brandon Trembly

12/20/2024

Prepping for those early rounds of 2025. 🐶

10/18/2024

There I am, cheering on the best company! We work hard and play hard! 🎳

The Split Happens team brought Brandon as a mascot for last night’s tournament! From what we hear… The Bowl Jobs took the win for week 1.

Sidenote: The Social Media guy is rooting for…. 🤫🤐 — can’t say lol.

10/17/2024

The Split Happens team brought me as a mascot for last night’s tournament! From what I saw… The Bowl Jobs took the win for week 1. Don't worry team, we'll get break their bowls next week!

Sidenote: The Social Media guy is rooting for…. 🤫🤐 — can’t say lol.

09/30/2024

Hold on tight, folks! 🎢 because it's time for the main event! 💫 Get ready for the Preferred Partner SDIRA Masterclass. But before that, let's have a rewind! 🎬 From podcasts on retirement to webinars, the team rocked last week. Here's a sneak peek of the BTS moments! 🎥

P.S. Stay tuned! More details regarding the Masterclass will be unveiled in a few hours. ⏰

09/16/2024

HEY! That's my mom! Check out the very informative webinar with Connect Invest.

09/13/2024

Preferred Trust is committed to keeping our clients informed about regulatory changes that impact retirement accounts. Read for a breakdown of the latest updates and what they mean for you.

Tax law specialist Robert Keebler reviews how the law has impacted retirement and estate planning.

09/06/2024

That’s my mom!! Check out the podcast with Preferred Trust next Thursday! 💵💰

Christina Trembly of Preferred Trust and Mason Weiler of Connect Invest are holding a webinar on how to Maximize Your Retirement Savings with a Self-Directed IRA - Here's the link to register... Hurry only one week left! https://bit.ly/3AxFu4O

09/04/2024

NEW Podcast alert!!! Check it out!

09/04/2024

Since I've been branded Bitcoin Brandon ... check out this article about baby boomers and cryptocurrency! Contact to learn how to invest through a Self-directed IRA today!

There's been a "seismic shift" in the older generation's view of crypto, the firm's CEO said.

08/30/2024

Brandon was not having it today! Hopefully we get to see him again soon. 

08/28/2024

Humans do some funny things ... this group is crazy fun!

08/28/2024

Nobody likes a ball dropper!

Preferred Trust Company is a licensed custodian. We provide individuals the opportunity to break down the barriers of traditional investing in an IRA. We endeavor to educate account owners about their ability to invest in alternative assets through their IRA to provide tax-advantage retirement growt...

08/28/2024

I spend a lot of time following Carrie around when I'm in the office. She is a wealth of knowledge (and she gives me treats!) Here she is recording content for upcoming podcasts. Tune in to find out more!

08/28/2024

Always up for sharing insight! Check it out!

Roth IRAs are ideal tools for optimizing distributions tax-efficiently, they say.

08/27/2024

We help investors gain more control over their retirement investments. If you didn't know, most of your traditional retirement accounts, like a 401K, are invested by someone you don't know and usually get eaten up by fees over time. New educational content coming soon!

08/23/2024

Check it out!

08/23/2024

This is my friend, Lionel. He used his IRA to invest in alternatives! We're headed to the Bark-ery this afternoon. He can afford to buy me ALL the treats!

08/21/2024

Are you curious about non-traditional ways to grow your retirement savings? Our latest July Blog recap covers everything you need to know about alternative retirement investments and your SEP IRA, SIMPLE IRA, and more.

This guide covers the role of an IRA custodian for real estate, the benefits of a self-directed IRA 401k, and the differences between SEP IRA vs SIMPLE IRA vs Solo 401k.