Join NuView for our Tuesday Workshop:

Trusts and Estate Planning

Tuesday, April 30th | 12:00 P.M. EST

Dive into our live class, "Trusts and Estate Planning," on Tuesday, April 30th, at 12:00 P.M. EST, presented by Tabitha Choma, an IRA specialist at NuView Trust Company. This session will feature a special guest, Tim Fordham, adding expert insights to this topic. Departing from the traditional presentation format, this class will take on an interview style,  to dive deep into the intricacies of trusts and their role within self-directed IRAs. 

Tabitha and Tim will address common questions and scenarios regarding what you can do with trusts, how they work, how to utilize them in your investment portfolio, and so much more. Don't miss this opportunity to expand your understanding of trusts and estate planning within the context of self-directed IRAs and beyond. Mark your calendars for Tuesday, April 30th, at 12:00 PM EST, and join us for this session led by Tabitha Choma and featuring the expertise of Tim Fordham. 

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Please note: If you register after 10:30 AM EST on April 30th, you will not receive the join link for this class; however, you will receive a link to a recording. The recording link will not be provided if you do not register.

Meet Our Speaker

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Steve Maldonado
Business Development Representative

A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.  
Becoming an expert on retirement accounts, Steve has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust - a premier custodian for self-directed alternative investments with over $2.5B of assets under management. 


Since working with NuView, Steve has had the privilege of developing new relationships with some of the top GPs and Syndicators in the industry, helping them maximize their capital-raising potential through retirement accounts. 
Working closely with NuView's Private Equity team, Steve has assisted in facilitating over 15,000 private equity transactions equating to over $1.25B in equity deployed. 


Steve's passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.  
Outside of NuView Trust, Steve is a single father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together.
Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida. 

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NuView does not provide tax, legal or investment advice, nor do we sell investments. We custody IRA(s), ESAs, HSAs, and 401ks that hold alternative investments chosen by the client. NuView Trust is not affiliated with any of the parties referenced on this website and maintains a separate passive custodial role. NuView Trust does not perform due diligence on any asset it custodies, and makes no representations or warrants relating to the underlying asset(s) value or its current, past or future performance.