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September 2020

Webinar-Self-Directed Wealth-Investing in Fix and Flip Properties with Your IRA/401(k)

September 30 @ 12:00 pm - 1:00 pm

Join us for a discussion on investing your IRA/401(k) in Fix and Flip properties hosted by our Senior VP, Sean McKay. We will discuss the many benefits and unique tools of investing in Fix and Flip properties. Join us on September 30th at 12:00 p.m. EST. Sean will discuss: • Strategies to Fix and Flip properties with small retirement accounts. • Analyzing the difference between a Fix and Flip in a business vs. a Fix and Flip in your retirement…

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October 2020

Webinar – Advanced Real Estate Strategies with your Self-Directed Account

October 5 @ 12:00 pm - 1:00 pm

Join us for the for this discussion on advanced concepts that you can implement with your IRA and 401(k). Our Senior VP, Sean McKay, will cover topics that you will not find from other self-directed providers. Join us on October 5th at 12:00 p.m. EST. Sean will discuss: -Purchasing “Subject-To” investment properties. -Advanced seller financing techniques. -Ways to structure a real estate purchase with a lender to give you the most flexibility possible. To register, click here. All webinars are…

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Webinar-Self-Directed Solo 401(k)-The Most Powerful Retirement Account in History

October 7 @ 12:00 pm - 1:00 pm

Join us for a discussion on the Solo 401(k) with our Senior VP, Sean McKay. We will discuss the many benefits and unique tools of the Solo 401(k) and how you can leverage this account to build massive wealth in a short period of time. Join us on October 7th at 12:00 p.m. EST. Sean will discuss: *What investments you can make with a Solo 401(k). *Contribution Limits. *Eligibility for the account. *Strategies to grow your account quickly in a…

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Webinar- Self-Directed Trends for 2020

October 12 @ 12:00 pm - 1:00 pm

In this webinar, our Senior VP Sean McKay will discuss the state of the Self-Directed IRA/401(k) investment arena. Join us on October 12th at 12:00 p.m. EST. Sean will cover: -The retirement accounts that are most popular. -Asset classes with the largest inflow. -Strategies that clients are utilizing in this uncertain economic environment. To register, click here. All webinars are recorded, even if you are unable to attend the live presentation, feel free to register so that you can receive…

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Webinar-Self-Directed Retirement Accounts – The Fundamentals

October 14 @ 12:00 pm - 1:00 pm

This is an introductory class to discuss the pro's and con's of self-directing your retirement account. The reality is that self-directed IRA's/401k's are a terrific tool for many investors however it is not the right fit for all of us. Join us on October 14th at 12:00 p.m. EST. All webinars are recorded, even if you are unable to attend the live presentation, feel free to register so that you can receive the recording.  To register, click here.

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Webinar-Small Accounts, HUGE Profits

October 19 @ 12:00 pm - 1:00 pm

Self-Directed IRAs are great vehicles for clients that have accounts large and small; with this webinar we are going to prove it!  Join us for this webinar where we will discuss techniques that can be used for investors that are just getting started on their journey to financial independence.  Join us on October 19th at 12:00 p.m. EST. Our Senior VP, Sean McKay will discuss: *What is a Self-Directed IRA/401(k). *What investments are allowed inside of the accounts. *Real estate strategies…

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Webinar-Lending vs. Real Estate Ownership in Your IRA/401(k)

October 21 @ 12:00 pm - 1:00 pm

Join us for a discussion on Lending vs. Real Estate Ownership in Your IRA/401(k).  This information packed webinar will be hosted by our Senior VP, Sean McKay. Join us on October 21st at 12:00 p.m. EST. Sean will discuss: • The pros and cons of lending vs. real estate ownership. • Strategies to boost your returns as a lender. • Strategies to purchase properties with small accounts. • The pros and cons of using leverage inside of your retirement accounts.…

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Webinar-The 5 Most Important Factors When Picking Your Self-Directed IRA Company

October 26 @ 12:00 pm - 1:00 pm

If you are new to Self-Directed IRA’s/401(k)’s, it may seem frustrating and confusing to pick the company that is the right fit for you. Join us for this webinar as we discuss the difference between self-directed providers so that you can make an informed decision! Join us on October 26th at 12:00 p.m. EST. Senior VP, Sean McKay will discuss: -Do your fees go up as your account balance grows? -Are the team members investors or are they educating from…

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Webinar-Self-Directed Retirement Accounts – The Fundamentals

October 28 @ 12:00 pm - 1:00 pm

This is an introductory class to discuss the pro's and con's of self-directing your retirement account. The reality is that self-directed IRA's/401k's are a terrific tool for many investors however it is not the right fit for all of us. Join us on October 28th at 12:00 p.m. EST. All webinars are recorded, even if you are unable to attend the live presentation, feel free to register so that you can receive the recording.  To register, click here.

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