What we’re about
Does the idea of passive income sound good to you, but you are not sure how to get started? Do you lose sleep over your retirement account because you worry about the market? Did you pass up on an investment opportunity because you didn't think you had the money to invest?
Advanta IRA, a leader in self-directed account administration, provides cutting edge educational events that give you the knowledge you need to take control of your IRA to maximize your retirement wealth.
Upcoming events
2
- Network event
•OnlineInvesting in Community Banks: A Local Approach to Building Wealth
Online2 attendees from 5 groupsThe number of community and local banks continues to decline, but the hurdles these banks face creates attractive openings for those interested in investing in community banks.
Join Advanta IRA’s Alex Perny and special guest Rob Shaw, CEO of Echelon Bank of Tampa, for a timely discussion on the shrinking landscape of local banks. Learn what’s behind the drop, how new community banks are formed, and why community bank investments are gaining attention.
Whether you’re exploring alternative assets or looking to diversify your retirement portfolio, this session will offer insight into investing in community banks and how these institutions may offer more than just a place to park your money.
You must register here to receive the webinar link. - Network event
•OnlineCheckbook Control IRA LLCs: Managing Your Retirement on Your Terms
Online1 attendee from 5 groupsWhether you’re seeking a faster investing process, expanded investment options, or greater hands-on management of your retirement funds, a checkbook control IRA LLC can give you all that and more.
This webinar introduces investors and retirement savers to the structure and benefits of checkbook control—a strategy that allows you to manage your self-directed IRA funds and investments with unparalleled flexibility.
Advanta IRA’s Corey Daharsh leads this power hour and will provide the following:
- Details on how a checkbook IRA LLC works
- Types of alternative investments
- Rules you must follow for IRS compliance
You’ll leave this session with a clear, practical overview to help you get started.
You must register here to receive the webinar link.
Past events
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