Webinar – Back to Basics Series: Part 1 – Self-Directed IRAs

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Back to Basics 4-Part Series

Advanta IRA believes that knowledge is power, and that you are never too old to learn. We invite you to go ‘back to school’ and attend our four-part series, Back to the Basics of Self-Directed IRAs, every Friday in September. This series will give you the knowledge and power you need to self-direct your IRA and invest with success.

9/6: Part 1- Self-Directed IRAs (Webinar)
9/13: Part 2- Real Estate IRAs (Simulcast: Webinar and Live in our Tampa Bay Office)
9/20: Part 3- Private Lending (Webinar)
9/27: Part 4- Checkbook Control (Simulcast: Webinar and Live in our Atlanta Office)

If you miss one of the webinars, they will be featured in our Video Library.

Part 1 – Self-Directed IRAs

Self-directed IRAs are powerful retirement plans that allow account owners the freedom to invest in alternative assets like real estate, private notes, private placements, or almost any unique investment.

Over the years, individuals have associated an IRA or 401(k) funds with the stock and mutual fund markets. However, more and more people are discovering that there are other investment possibilities than riding the stock market roller coaster.

During this webinar, Scott Maurer of Advanta IRA will cover:

  • Benefits of self-directing retirement funds
  • Types of investments that can be made within a self-directed IRA
  • Types of accounts that can be self-directed
  • The process of moving funds to a self-directed account
  • Case studies to illustrate the investing process

Eligible for Advanta U Credit – Elective

Webinar Details:

DATE: Friday, September 6, 2019
TIME: 12:00 pm – 1:00 pm ET

Login Information:

You will receive an email from Scott Maurer with login information for this webinar. If you don’t receive this email, please check your SPAM folder or contact Advanta IRA at 800.425.0653

REGISTER TODAY

About the Presenter

Advanta IRA Scott Maurer, JD, CISP

Scott Maurer, JD, CISP

Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs.

Details

Date:
September 6
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
, , , ,

Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
Website:
https://www.advantaira.com/

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA

Back to Basics 4-Part Series

Advanta IRA believes that knowledge is power, and that you are never too old to learn. We invite you to go ‘back to school’ and attend our four-part series, Back to the Basics of Self-Directed IRAs, every Friday in September. This series will give you the knowledge and power you need to self-direct your IRA and invest with success.

9/6: Part 1- Self-Directed IRAs (Webinar)
9/13: Part 2- Real Estate IRAs (Simulcast: Webinar and Live in our Tampa Bay Office)
9/20: Part 3- Private Lending (Webinar)
9/27: Part 4- Checkbook Control (Simulcast: Webinar and Live in our Atlanta Office)

If you miss one of the webinars, they will be featured in our Video Library.

Part 1 – Self-Directed IRAs

Self-directed IRAs are powerful retirement plans that allow account owners the freedom to invest in alternative assets like real estate, private notes, private placements, or almost any unique investment.

Over the years, individuals have associated an IRA or 401(k) funds with the stock and mutual fund markets. However, more and more people are discovering that there are other investment possibilities than riding the stock market roller coaster.

During this webinar, Scott Maurer of Advanta IRA will cover:

  • Benefits of self-directing retirement funds
  • Types of investments that can be made within a self-directed IRA
  • Types of accounts that can be self-directed
  • The process of moving funds to a self-directed account
  • Case studies to illustrate the investing process

Eligible for Advanta U Credit – Elective

Webinar Details:

DATE: Friday, September 6, 2019
TIME: 12:00 pm – 1:00 pm ET

Login Information:

You will receive an email from Scott Maurer with login information for this webinar. If you don’t receive this email, please check your SPAM folder or contact Advanta IRA at 800.425.0653

REGISTER TODAY

About the Presenter

Advanta IRA Scott Maurer, JD, CISP

Scott Maurer, JD, CISP

Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs.