21st Century Diversification
Traditional 401(k) accounts are locked into singular investing methods: stocks and bonds. But 21st century diversification looks a lot different than the variety of stocks you purchase. With self-directed IRA and solo 401(k) accounts, investors are now able to use their retirement funds to invest in real estate, peer-to-peer lending, startups and more, in addition to the traditional stocks and bonds. Rocket Dollar makes it easy to unlock those retirement savings and achieve 21st century diversification—penalty.
About our speaker
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 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 PLANNER™ 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 Pension Professionals 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.
6:50am - Coffee & Networking
7:10am - Breakfast Buffet
7:25am - Introductions & Announcements
7:50am - Speaker Introduction
8:20am - Q&A
8:30am - Have a wonderful Wednesday!
Directions and Parking to UT Club
Breakfast Fees & Policy