During our recent IRA Café webinar series, American IRA— a leading provider of self-directed IRAs—took a moment to celebrate two decades of innovation and reflect on the journey that brought us here. Hosted by Marketing Manager Jasmine Trocchia, alongside her dynamic team including Executive Coordinator Athena Sexton and Business Development team members Kyle Moody and Tesean Jones, the webinar was a fitting tribute to our rich history and a look forward to the next 20 years.

A Tribute to Our Founder

The session began with a special pre-webinar interview featuring James Hitt, our Founder and CEO. Jim shared his reflections on the past 20 years, providing a heartfelt glimpse into the early days of American IRA. With his signature sense of humor, he lightened the mood while recounting the challenges and triumphs that shaped the company. His commitment to creating a culture built “by investors for investors” was evident as he shared anecdotes about the humble beginnings of American IRA and the core values that continue to guide us today.

Introducing New Technology

A highlight of the webinar was the announcement of our new client portal, which promises to enhance the client experience significantly. The team provided a detailed overview of the latest technology solutions, showcasing key features that will improve accessibility and efficiency for our clients. This demo underscored American IRA’s commitment to leveraging technology to better serve our community.

Heartfelt Reflections

The webinar concluded with a heartfelt discussion among the panelists, each sharing their personal growth stories and experiences within the company. Their narratives reflected the supportive and vibrant culture at American IRA, emphasizing gratitude for the opportunities and relationships built over the years. It was a powerful reminder of the journey and the collaborative spirit that drives us forward.

Join Us for More Insights

To delve deeper into the insights shared during the webinar, including the reflections from our founder and details about the new client portal, check out the Zoom recording linked below.

As American IRA embarks on another 20 years of innovation and growth, the commitment to serving clients and fostering a supportive community remains at the heart of everything we do. Thank you for being part of this journey with us!

Link to Webinar Recording

American IRA and the IRA Café are always serving up new webinars to brew every month. Don’t forgot to check out our events page at americanira.com/events, where American IRA regularly updates in-person and virtual events, including webinars. Additionally, call American IRA directly by dialing 866-7500-IRA (472).