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Simplifying Self-Directed IRAs for You and Your Clients

October 22, 2015 @ 1:00 pm - 2:00 pm

Presenter: Jim Hitt (click here for Jim’s Bio)


Description: An overview of the technical rules and regulations, as well as general optional requirements that apply to self-directed IRAs.

Target Audience: Financial Advisors | Tax professionals | Operations staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

Topics Covered include:

  • Your client wants to invest in Real Estate…Now What!?
  • Financial Advisor’s Guide to Alternative Assets
  • Maintaining Client Relations When Working with Self-Directed IRAs
  • Prohibited Transactions with Alternative Assets
  • What is the process for investing in real estate/alternative assets with an IRA or 401(k)?

Q & As : Please send us your questions in advance to training@Applebyconsultinginc.com

Cancellation Policy: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.


October 22, 2015
1:00 pm - 2:00 pm
Event Category: