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.